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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 |
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