FIRM FOUNDATION WEALTH MANAGEMENT, LLC

Overview

Firm Foundation Wealth Management, LLC is an independent registered investment advisor organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm operates with discretionary authority over client accounts. Investment activity centers on pooled public funds and mutual funds as the primary implementation vehicles, with a measurable allocation to third‑party real estate strategies for alternative exposure. The firm does not function as a capital allocator or run proprietary investment funds; instead it selects external managers and vehicles to build client portfolios. Firm Foundation Wealth Management, LLC is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices