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FORESIGHT WEALTH MANAGEMENT, LLC

DRAPER, UT · CRD 153881 · IAPD ↗ · regentsparkadvisors.com · 801-462-2200

$1.35BRegulatory AUM
21Advisory reps
21Employees
25Clients
11-25Planning clients
10Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
November 2024 — FORESIGHT WEALTH MANAGEMENT, LLC (DRAPER, UT) left the SEC roster (was $1.35B RAUM, 21 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.