SEC Form ADV

FOUNDATION WEALTH MANAGEMENT, LLC

Firm profile: Foundation Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA

$411.9M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-168270
Location: MEDIA, PA
Filing Date: June 29, 2026
AUM: $411.9M
Total Clients: 1
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

FOUNDATION WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MEDIA, PA, managing approximately $411.9M in assets across 1 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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