FOUNDATION WEALTH MANAGEMENT, LLC

9 West Third Street
Media, Pennsylvania 19063
Tel: 610-548-7170

About FOUNDATION WEALTH MANAGEMENT, LLC

FOUNDATION WEALTH MANAGEMENT, LLC, formally registered with the SEC as FOUNDATION WEALTH MANAGEMENT, LLC. The firm was established in 04/18/2022. They have over 3 offices throughout the country.

FOUNDATION WEALTH MANAGEMENT, LLC is a Media, Pennsylvania based Financial Planning firm with nearly $167,273,412 assets under management, offering retirement planning & investment advisory services to 343 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168270
SEC#	801-123756
Assets Managed by Firm	$167,273,412
No. of Clients	343
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	343	$167,273,412
Individuals (other than high net worth individuals)	19	$8,967,323
High net worth individuals	64	$155,135,312
Charitable organizations	Fewer than 5 clients	$3,170,777

More Retirement Planning firms in Media, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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