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THE FOUNDATION INVESTMENT GROUP
FIG WEALTH, LLC
CRD 318369 · SEC 801-123159
3466 MT. DIABLO BLVD., SUITE C-201, LAFAYETTE, CA, 94549, United States
Phone
925-298-5840
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.5M
Discretionary AUM
$279.3M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $14.5M |
| High net worth individuals | 108 | $271.9M |
States served
AZ, CA, GA, MA, MI, NE, NY, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD