| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Ladd Control | Chief Investment Officer | Under 5% | 2021 |
| Hannah Rae Leone Control | Chief Operating Officer | Under 5% | 2021 |
| Matthew Stephen Hardin | Chief Compliance Officer | Under 5% | 2007 |
Foundation Wealth Management, LLC reports $593.2 million in regulatory assets under management on its Form ADV.
Foundation Wealth Management, LLC reports 6 employees.
Foundation Wealth Management, LLC is based in Clayton, MO and has been SEC-registered since 2003.
Foundation Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 168 N. Meramec Ave, Suite 100, Clayton, MO 63105 |
| Phone | 314-726-6789 |
| Fax | 314-726-6785 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1966351 |
| Discloses disciplinary history | No |
| Discretionary | $519M |
| Non-discretionary | $74.2M |
| Total (RAUM) | $593.2M |