Foresight Wealth Management, LLC

Foresight Wealth Management, LLC (CRD# 153881) is a financial advisory firm headquartered in Draper, UT. They manage $260,560,759 in 584 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $446,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

AZ, CA, ID, IL, NV, NY, TX, UT, WY

Financial Advisors at Foresight Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Thomas R. Baird
CRD#: 2758195
11550 South 700 East, Suite 100, Draper, UT 84020
96
Wealthminder
score

Thomas Baird (CRD# 2758195) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 21 years of experience in the finance industry.

2
Eric Q. Stats
CRD#: 2161085
11550 South 700 East, Suite 100, Draper, UT 84020
96
Wealthminder
score

Eric Stats (CRD# 2161085) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 22 years of experience in the finance industry.

3
David J. Allred
CRD#: 2496873
11550 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

David Allred (CRD# 2496873) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 23 years of experience in the finance industry.

4
Mark A. Christensen
CRD#: 3019936
11550 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

Mark Christensen (CRD# 3019936) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 20 years of experience in the finance industry.

5
Donaldson L. Hartman
CRD#: 2776761
11550 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

Donaldson Hartman (CRD# 2776761) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 5 years of experience in the finance industry.

6
Adam E. Nugent
CRD#: 4549399
11550 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

Adam Nugent (CRD# 4549399) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 15 years of experience in the finance industry.

7
Andrew D. Rigby
CRD#: 6005357
11550 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

Andrew Rigby (CRD# 6005357) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 6 years of experience in the finance industry.

8
Jay L. Wells
CRD#: 5602205
11550 South 700 East, Suite 100, Draper, UT 84020
93
Wealthminder
score

Jay Wells (CRD# 5602205) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 9 years of experience in the finance industry.

9
Chace T. Adams
CRD#: 6515855
11550 South 700 East, Suite 100, Draper, UT 84020
89
Wealthminder
score

Chace Adams (CRD# 6515855) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 2 years of experience in the finance industry.

10
Ronald W. Hada
CRD#: 3257051
11550 South 700 East, Suite 100, Draper, UT 84020
84
Wealthminder
score

Ronald Hada (CRD# 3257051) is an Investment Advisor Representative working at Foresight Wealth Management, LLC in Draper, UT and has over 18 years of experience in the finance industry. Ronald Hada has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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