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Foundation Wealth Management, LLC

● SEC registered since 2022CRD 168270SEC# 801-123756Media, PA
Export (members)
Reg. AUM
$326.8M
Employees
5
Accounts
644
Location
Media, PA

Foundation Wealth Management, LLC assets under management

Foundation Wealth Management, LLC operates as an SEC-registered investment adviser based in Media, PA. The firm has been registered since 2022. It reports $326.8 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/foundation-wealth-management-paView on SEC.gov ↗

Foundation Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Burwell Loran Hutchinson ControlChief Compliance Officer, Wealth Manager, And Partner25-50%2024
Paul Andrew Laviola ControlWealth Manager And Partner25-50%2013
Stephen Mark McDade ControlWealth Manager And Partner25-50%2013

Frequently asked questions

How much does Foundation Wealth Management, LLC manage?

Foundation Wealth Management, LLC reports $326.8 million in regulatory assets under management on its Form ADV.

How many employees does Foundation Wealth Management, LLC have?

Foundation Wealth Management, LLC reports 5 employees.

Where is Foundation Wealth Management, LLC located?

Foundation Wealth Management, LLC is based in Media, PA and has been SEC-registered since 2022.

Does Foundation Wealth Management, LLC disclose fund performance?

Foundation Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9 West Third Street, Media, PA 19063
Phone(610) 548-7170
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$323.1M
Non-discretionary$3.7M
Total (RAUM)$326.8M