Foundation Wealth Management, LLC

RIASEC Registered

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 registered investment adviser that targets individual and family clients with tailored financial planning and portfolio management. The firm is SEC-registered (2022) and operates as an owner-managed LLC that acts as a capital allocator and selects third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements include both percentage-of-AUM and fixed fees. The firm does not position itself as an active ESG investor and lists accounting professionals among its industry affiliations. Foundation Wealth Management received recognition from FA Magazine as a Top RIA Firm in 2020.