Adam
Nugent
Foresight Wealth Management, LLC
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About this Advisor
Adam Nugent is a financial advisor based out of Draper, Utah with 13 years of industry experience. Nugent is on the advisory team at Foresight Wealth Management, LLC. During their career, Nugent has held roles at The Foresight Group, LLC, Securites Service Network, Inc, Purshe Kaplan Sterling Investments and Foresight Wealth Management. Nugent has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas and Utah. Foresight Wealth Management, LLC is an advisory company that has its headquarters in Draper, UT. It has offices in four locations and a total of 21 employees. It has $1 billion in assets among its 3,243 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 3,243 client accounts, 22% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees vary depending on which services are offered. Fees billed by Foresight Wealth Management, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foresight Wealth Management, LLC Brokerage Details
$1,347,928,530
21
3,243
$415,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Nugent Work History
Adam has been registered as a financial advisor for 13 years.*
Foresight Wealth Management
The Foresight Group, LLC
Purshe Kaplan Sterling Investments
Securites Service Network, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Nugent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foresight Wealth Management, LLC
Draper, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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