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 21 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 19 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 14 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 9 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 22 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.