FOUNDATION WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$412M

Discretionary

$408M

99% of AUM

Avg account

$610K

Accounts

675

Employees

Advisory reps

Firm details

Headquarters: MEDIA, Pennsylvania
CRD number: 168270
Registered since: April 18, 2022
Website: www.myfoundationwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.93%
Individuals6.15%
Charitable Organizations0.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Foundation Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm positions itself as a fee-based advisor to individuals and families, charging either a percentage of assets under management or fixed fees for its services. Its advisory menu centers on financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and the selection of other advisers, and the firm identifies itself as a capital allocator that places client capital with third‑party managers when appropriate. Foundation Wealth Management received recognition from Financial Advisor Magazine’s Top RIA Firms list in 2020. The firm is not described as pursuing ESG investing and offers both discretionary and non‑discretionary services. It lists an industry affiliation with accounting professionals, which may reflect integration of tax and accounting considerations into client work.