FORESIGHT WEALTH MANAGEMENT, LLC
CRD #153881 SEC #801-90167 DRAPER, UT 801-462-2200
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
21
Clients
11
Accounts
3,243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $1.3B | $1.3B | $36.7M | 21 | 25 |
| Jul 2022 | $1.3B | $1.3B | $36.7M | 21 | 25 |
| May 2022 | $1.3B | $1.3B | $36.7M | 21 | 25 |
| Apr 2022 | $1.3B | $1.3B | $36.7M | 21 | 25 |
| Mar 2022 | $1.3B | $1.3B | $36.7M | 21 | 25 |
| Dec 2021 | $906.5M | $863.1M | $43.3M | 22 | 40 |
| Jun 2021 | $906.5M | $863.1M | $43.3M | 22 | 40 |
| Feb 2021 | $906.5M | $863.1M | $43.3M | 22 | 40 |
| Dec 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Nov 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Oct 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Jul 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Jul 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Jun 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Mar 2020 | $585.6M | $539M | $46.6M | 18 | 50 |
| Nov 2019 | $413.8M | $384.2M | $29.7M | 18 | 4 |
| Oct 2019 | $413.8M | $384.2M | $29.7M | 18 | 4 |
| Sep 2019 | $413.8M | $384.2M | $29.7M | 18 | 4 |
| Jul 2019 | $413.8M | $384.2M | $29.7M | 18 | 4 |
| May 2019 | $413.8M | $384.2M | $29.7M | 18 | 4 |
| Mar 2019 | $413.8M | $384.2M | $29.7M | 18 | 4 |
| Oct 2018 | $306.7M | $250.2M | $56.5M | 12 | 1 |
| Oct 2018 | $306.7M | $250.2M | $56.5M | 12 | 1 |
| Sep 2018 | $306.7M | $250.2M | $56.5M | 12 | 1 |
| May 2018 | $306.7M | $250.2M | $56.5M | 12 | 1 |
| May 2018 | $306.7M | $250.2M | $56.5M | 12 | 1 |
| Mar 2018 | $306.7M | $250.2M | $56.5M | 12 | 1 |
| Feb 2018 | $260.6M | $84.2M | $176.3M | 11 | 308 |
| Jan 2018 | $260.6M | $84.2M | $176.3M | 11 | 308 |
| Oct 2017 | $260.6M | $84.2M | $176.3M | 11 | 308 |
| Oct 2017 | $260.6M | $84.2M | $176.3M | 11 | 0 |
| Jul 2017 | $260.6M | $84.2M | $176.3M | 11 | 300 |
| Jul 2017 | $260.6M | $84.2M | $176.3M | 11 | 300 |
| Apr 2017 | $260.6M | $84.2M | $176.3M | 11 | 300 |
| Apr 2017 | $260.6M | $84.2M | $176.3M | 11 | 300 |
| Mar 2017 | $260.6M | $84.2M | $176.3M | 11 | 300 |
| Mar 2017 | $208.1M | $52M | $156.2M | 14 | 200 |
| Jan 2017 | $208.1M | $52M | $156.2M | 14 | 200 |
| Dec 2016 | $208.1M | $52M | $156.2M | 14 | 200 |
| Jul 2016 | $208.1M | $52M | $156.2M | 14 | 200 |
| Mar 2016 | $208.1M | $52M | $156.2M | 14 | 200 |
| Apr 2015 | $209.4M | $68M | $141.3M | 15 | 200 |
| Jun 2012 | $35.2M | $15.7M | $19.5M | 1 | 26 |
| May 2012 | $35.2M | $15.7M | $19.5M | 1 | 26 |
| Mar 2012 | $35.2M | $15.7M | $19.5M | 1 | 26 |
| Mar 2012 | $35.2M | $15.7M | $19.5M | 1 | 26 |
| Mar 2011 | $27M | $10.2M | $16.8M | 5 | -- |
| Jan 2011 | $27M | $10.2M | $16.8M | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$36.7M
Employees21
Clients25
DateJul 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$36.7M
Employees21
Clients25
DateMay 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$36.7M
Employees21
Clients25
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$36.7M
Employees21
Clients25
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$36.7M
Employees21
Clients25
DateDec 2021
Total AUM$906.5M
Discretionary$863.1M
Non-Disc.$43.3M
Employees22
Clients40
DateJun 2021
Total AUM$906.5M
Discretionary$863.1M
Non-Disc.$43.3M
Employees22
Clients40
DateFeb 2021
Total AUM$906.5M
Discretionary$863.1M
Non-Disc.$43.3M
Employees22
Clients40
DateDec 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateNov 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateOct 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateJul 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateJul 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateJun 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateMar 2020
Total AUM$585.6M
Discretionary$539M
Non-Disc.$46.6M
Employees18
Clients50
DateNov 2019
Total AUM$413.8M
Discretionary$384.2M
Non-Disc.$29.7M
Employees18
Clients4
DateOct 2019
Total AUM$413.8M
Discretionary$384.2M
Non-Disc.$29.7M
Employees18
Clients4
DateSep 2019
Total AUM$413.8M
Discretionary$384.2M
Non-Disc.$29.7M
Employees18
Clients4
DateJul 2019
Total AUM$413.8M
Discretionary$384.2M
Non-Disc.$29.7M
Employees18
Clients4
DateMay 2019
Total AUM$413.8M
Discretionary$384.2M
Non-Disc.$29.7M
Employees18
Clients4
DateMar 2019
Total AUM$413.8M
Discretionary$384.2M
Non-Disc.$29.7M
Employees18
Clients4
DateOct 2018
Total AUM$306.7M
Discretionary$250.2M
Non-Disc.$56.5M
Employees12
Clients1
DateOct 2018
Total AUM$306.7M
Discretionary$250.2M
Non-Disc.$56.5M
Employees12
Clients1
DateSep 2018
Total AUM$306.7M
Discretionary$250.2M
Non-Disc.$56.5M
Employees12
Clients1
DateMay 2018
Total AUM$306.7M
Discretionary$250.2M
Non-Disc.$56.5M
Employees12
Clients1
DateMay 2018
Total AUM$306.7M
Discretionary$250.2M
Non-Disc.$56.5M
Employees12
Clients1
DateMar 2018
Total AUM$306.7M
Discretionary$250.2M
Non-Disc.$56.5M
Employees12
Clients1
DateFeb 2018
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients308
DateJan 2018
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients308
DateOct 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients308
DateOct 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients0
DateJul 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients300
DateJul 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients300
DateApr 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients300
DateApr 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients300
DateMar 2017
Total AUM$260.6M
Discretionary$84.2M
Non-Disc.$176.3M
Employees11
Clients300
DateMar 2017
Total AUM$208.1M
Discretionary$52M
Non-Disc.$156.2M
Employees14
Clients200
DateJan 2017
Total AUM$208.1M
Discretionary$52M
Non-Disc.$156.2M
Employees14
Clients200
DateDec 2016
Total AUM$208.1M
Discretionary$52M
Non-Disc.$156.2M
Employees14
Clients200
DateJul 2016
Total AUM$208.1M
Discretionary$52M
Non-Disc.$156.2M
Employees14
Clients200
DateMar 2016
Total AUM$208.1M
Discretionary$52M
Non-Disc.$156.2M
Employees14
Clients200
DateApr 2015
Total AUM$209.4M
Discretionary$68M
Non-Disc.$141.3M
Employees15
Clients200
DateJun 2012
Total AUM$35.2M
Discretionary$15.7M
Non-Disc.$19.5M
Employees1
Clients26
DateMay 2012
Total AUM$35.2M
Discretionary$15.7M
Non-Disc.$19.5M
Employees1
Clients26
DateMar 2012
Total AUM$35.2M
Discretionary$15.7M
Non-Disc.$19.5M
Employees1
Clients26
DateMar 2012
Total AUM$35.2M
Discretionary$15.7M
Non-Disc.$19.5M
Employees1
Clients26
DateMar 2011
Total AUM$27M
Discretionary$10.2M
Non-Disc.$16.8M
Employees5
Clients--
DateJan 2011
Total AUM$27M
Discretionary$10.2M
Non-Disc.$16.8M
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--