Foresight Wealth Management, LLC

Foresight Wealth Management, LLC (CRD# 153881) is a financial advisory firm headquartered in Sandy, UT. They manage $208,148,703 in 434 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $479,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, TX, UT

Financial Advisors at Foresight Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas R. Baird
CRD#: 2758195
8915 South 700 East, Suite 202, Sandy, UT 84070
96
Wealthminder
score

Thomas Baird (CRD# 2758195) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Sandy, UT and has over 20 years of experience in the finance industry.

2
Mark A. Christensen
CRD#: 3019936
8915 South 700 East, Suite 202, Sandy, UT 84070
93
Wealthminder
score

Mark Christensen (CRD# 3019936) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Sandy, UT and has over 18 years of experience in the finance industry.

3
Adam E. Nugent
CRD#: 4549399
8915 South 700 East, Suite 202, Sandy, UT 84070
93
Wealthminder
score

Adam Nugent (CRD# 4549399) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Sandy, UT and has over 13 years of experience in the finance industry.

4
Jay L. Wells
CRD#: 5602205
8915 South 700 East, Suite 202, Sandy, UT 84070
93
Wealthminder
score

Jay Wells (CRD# 5602205) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Sandy, UT and has over 8 years of experience in the finance industry.

5
Eric Q. Stats
CRD#: 2161085
8915 South 700 East, Suite 202, Sandy, UT 84070
90
Wealthminder
score

Eric Stats (CRD# 2161085) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Sandy, UT and has over 21 years of experience in the finance industry.

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