FOUNDATION WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$660,649,789
Discretionary
$579,137,329
Non-discretionary
$81,512,460
Firm details
- CRD number
- 127134
- SEC file number
- 801-62187
- Main office
- CLAYTON, MO, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.FWMRIA.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.