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FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134 · SEC 801-62187
168 N. MERAMEC AVE, SUITE 100, CLAYTON, MO, 63105, United States
Phone
314-726-6789
Fax
314-726-6785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$660.6M
Discretionary AUM
$579.1M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $41.5M |
| High net worth individuals | 194 | $545.5M |
| Pension/profit sharing plans | 3 | $4.9M |
| State/municipal entities | 5 | $68.8M |
States served
AZ, CA, GA, IL, LA, NC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD