FOUNDATION WEALTH MANAGEMENT, LLC

168 N. Meramec Ave
Suite 100
Clayton, Missouri 63105
Tel: 314-726-6789

About FOUNDATION WEALTH MANAGEMENT, LLC

FOUNDATION WEALTH MANAGEMENT, LLC, formally registered with the SEC as FOUNDATION WEALTH MANAGEMENT, LLC. The firm was established in 07/10/2003. They have over 1 offices throughout the country.

FOUNDATION WEALTH MANAGEMENT, LLC is a Clayton, Missouri based Financial Planning firm with nearly $525,135,470 assets under management, offering retirement planning & investment advisory services to 1635 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127134
SEC#	801-62187
Assets Managed by Firm	$525,135,470
No. of Clients	1635
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1635	$525,135,470
Individuals (other than high net worth individuals)	168	$42,920,765
High net worth individuals	149	$427,852,531
Pension and profit sharing plans	4	$5,338,774

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