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FIRM FOUNDATION WEALTH MANAGEMENT, LLC
CRD 298761
107 S. KIMBALL AVE, SUITE 235, CALDWELL, ID, 83605, United States
Phone
425-749-4099
Fax
425-749-4045
Registration
— (—)
Source
State registered
Total AUM
$71.9M
Discretionary AUM
$71.9M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $27.7M |
| High net worth individuals | 31 | $39.5M |
| Pension/profit sharing plans | 3 | $4.2M |
| Corporations/business entities | 1 | $418K |
All web addresses on file
Official SEC filing: View on IAPD