FORESIGHT WEALTH MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

09/09/2022

Adviser Type:

- Large advisory firm

Number of Employees:

21 -4.55%

of those in investment advisory functions:

21 -4.55%

Registration:

Idaho, Terminated, 5/18/2015

Other registrations (2)
AUM:

1,347,928,530 48.70%

of that, discretionary:

1,311,233,938 51.92%

GAV:

265,718,661

Avg Account Size:

415,642 37.83%

% High Net Worth:

21.96% 6.02%

SMA’s:

YES

Private Funds:

10 2

Contact Info

801 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 937M 749M 562M 375M 187M
2015 2016 2017 2018 2019 2020 2021 2022

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 7 $217,093,655
Private Equity Fund 3 $48,625,006

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
78464A508 SPDR SER TR $1,162,027 17.00% 9886.00% -91.00%
78464A409 SPDR SER TR $1,019,554 15.00% 10341.00% -90.00%
037833100 APPLE INC $830,313 12.00% 6536.00% -93.00%
78463X889 SPDR INDEX SHS FDS $759,520 11.00% 18096.00% -84.00%
46138E727 INVESCO EXCH TRADED FD TR II $627,547 9.00% 13507.00% -88.00%
78464A821 SPDR SER TR $379,310 5.00% 11233.00% -90.00%
78464A839 SPDR SER TR $383,479 5.00% 12051.00% -89.00%
37954Y657 GLOBAL X FDS $291,639 4.00% 9223.00% -90.00%
464288521 ISHARES TR $273,501 4.00% 9820.00% -90.00%
302635206 FS KKR CAP CORP $280,964 4.00% 2507.00% -97.00%