Foresight Wealth Management, LLC is a financial advisory firm based in Draper, Utah. It currently has approximately $1,311,233,938 of assets under management and employs about 21 people. Foresight Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Tower Arch Capital, L.P. is a private equity firm established in 2013, headquartered in Draper, Utah. The firm focuses on acquiring interests in privately held, lower-middle market companies through discretionary investment advisory services provided to privately offered pooled investment funds. Tower Arch advises three sets of parallel funds and also advises the Tower Arch Infolinks Media, L.P. co-investment fund. The firm's investment strategy involves investing in equity securities issued by private companies, with a focus on providing the first institutional capital to founder and family-owned businesses in the United States. Tower Arch charges asset-based management fees of 2.0% annually and may receive performance-based fees. Tower Arch has investment discretion over client accounts and does not participate in wrap fee programs. The firm's investment philosophy includes a focus on lower-middle market companies, leveraging, and investing in restructurings. Tower Arch has not experienced any material changes since its last annual update in March 2024 and has no disciplinary information to disclose. Clients receive quarterly reports and Tower Arch has procedures in place to address conflicts of interest related to proxy voting and compensation for client referrals. The firm does not require prepayment of fees or have any financial conditions impairing its ability to meet contractual commitments. Tower Arch has not been subject to any bankruptcy petitions in the past ten years.

HealthEquity Advisors, LLC is an SEC-registered investment adviser established in April 2013, wholly owned by HealthEquity, Inc. The firm specializes in providing investment advice to HSA beneficiaries through model asset allocation portfolios and portfolio management on both discretionary and non-discretionary bases. Clients can choose between the AutoPilot and GPS programs for investment recommendations, delivered online through an interactive portal. HEA manages approximately $743.6 million in discretionary assets and $450.8 million in non-discretionary assets as of January 31, 2024. The firm charges an annual fee of 0.60% for both programs, with a maximum of $15 per month per client. Clients can terminate agreements in writing, and the firm does not charge performance-based fees. HEA acts as a fiduciary, employing asset allocation and mutual fund analysis in its investment strategies. The firm discloses potential conflicts of interest related to its affiliations and brokerage practices, ensuring transparency and client protection. HEA does not have any disciplinary events to disclose and emphasizes client privacy and security in its operations.

Navigate Private Wealth LLC is a financial advisory firm based in Draper, UT, established in 2014. The firm specializes in providing investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit sharing plans, and various types of businesses. Their services include Comprehensive Portfolio Management, Financial Planning & Consulting, Pension Consulting, and Estate Planning & Consulting. For Comprehensive Portfolio Management, fees range from 0.40% to 2.00% based on asset levels and complexity. Financial Planning & Consulting fees range from $400 to $20,000 annually. The firm may recommend investments in private equity and structured products, emphasizing risk management and diversification. Clients have the option to impose restrictions on investments, and the firm does not offer wrap fee programs. Navigate Private Wealth LLC manages $461,047,754 on a discretionary basis and $1,517,500 on a non-discretionary basis as of December 31, 2024. The firm has custody of client assets invested in funds offered by Ollin Ventures and follows SEC guidelines for safeguarding client assets. The firm does not accept performance-based fees and does not have proxy voting authority. Clients receive regular account reviews and reports, with an emphasis on transparency and client communication.

Coign Capital Advisors, LLC is a financial advisory firm based in Draper, Utah, established in 2014. The firm specializes in providing a wide array of investment advisory services, including asset management, financial planning, and pension consulting. They offer four standard portfolio models tailored to clients' risk tolerance and financial objectives: Income, Moderate, Moderately Aggressive, and Aggressive. The firm also provides Iliad Automated Management Services, an automated online platform for investment management. For asset management services, Coign Capital Advisors charges fees based on a percentage of assets under management, with rates ranging from 0.75% to 1.25%. Clients subscribing to the Iliad service are charged a maximum total fee of 0.75% of assets under management. The firm does not accept performance-based fees and does not engage in commissionable securities sales in advisory accounts. Clients are required to maintain a minimum household balance of $250,000 for asset management services. The firm acts as a fiduciary, putting clients' interests ahead of their own. Coign Capital Advisors does not accept proxy authority to vote client securities and does not accept client brokerage commissions. The firm does not provide financial information in the brochure as they do not meet the

Ailsa Capital, Inc. is a registered investment adviser based in Draper, Utah, providing services since 2005. The firm offers financial planning, asset management, and third-party manager recommendations. Clients can receive financial planning and consulting services for a fixed fee ranging from $2,500 to $7,500. Asset management fees are based on a tiered schedule, starting at 1.57% for the first $375,000. Ailsa Capital acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm may receive benefits from custodians like Schwab, offering research and technology services. Ailsa Capital reviews client accounts annually, providing reports and statements. The firm does not compensate for client referrals and discloses potential conflicts of interest, such as performance-based fees. Clients have the option to grant discretionary authority for account management. Ailsa Capital votes proxies in the client's best interest and received a PPP loan in 2020 for operational support. The firm and its representatives have no bankruptcy history in the past ten years. For more information, clients can contact the Compliance Department at (801) 501-0302.