FOUNDATION WEALTH MANAGEMENT, LLC
Company Profile
| AUM* | 1,072,583,229 55% |
| of that, discretionary | 987,318,624 44% |
| Number of Employees | 11 22% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 437,254 32% |
| High Net Worth | 60.57% 20% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
987M
846M
705M
564M
423M
282M
141M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ANDERS CPA | Filing Date10/27/2025 | Form ADV-E View Report |
| Accounting Firm Name ANDERS CPA | Filing Date11/26/2024 | Form ADV-E View Report |
| Accounting Firm Name ANDERS CPA + ADVISORS | Filing Date10/02/2023 | Form ADV-E View Report |