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FOUNDATION WEALTH & TAX ADVISORS, LLC
CRD 317596
839 BESTGATE ROAD, SUITE 400, ANNAPOLIS, MD, 21401, United States
Phone
1-888-354-5899
Fax
410-956-6004
Registration
— (—)
Source
State registered
Total AUM
$85.0M
Discretionary AUM
$80.6M
Team
10 total employees; 10 advisory reps; 36 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $19.2M |
| High net worth individuals | 33 | $48.5M |
| Pension/profit sharing plans | 10 | $17.4M |
All web addresses on file
Official SEC filing: View on IAPD