← Back to searchVisit website
FOUNDATION WEALTH MANAGEMENT, LLC
CRD 168270 · SEC 801-123756
9 WEST THIRD STREET, MEDIA, PA, 19063, United States
Phone
(610) 548-7170
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.9M
Discretionary AUM
$408.2M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $25.3M |
| High net worth individuals | 127 | $382.8M |
States served
DE, NJ, PA, NH
All web addresses on file
Official SEC filing: View on IAPD