SEC Form ADV · CIK 1966351

FOUNDATION WEALTH MANAGEMENT, LLC

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

Registered Investment AdviserMO

$660.6M

Assets Under Management

1,778

Total Clients

Employees

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Registration Details

CIK: 1966351
Accession: CRD-127134
Location: CLAYTON, MO
Filing Date: April 20, 2026
AUM: $660.6M
Total Clients: 1,778
Institutional Clients: 8
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansGovernment Entities

About this Adviser

FOUNDATION WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in CLAYTON, MO, managing approximately $660.6M in assets across 1,778 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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