Foundation Wealth Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$412M
Discretionary
$408M
99% of AUM
Avg account
$610K
Accounts
675
Employees
5
Advisory reps
4

Firm details

Headquarters
Media, Pennsylvania
CRD number
168270
Registered since
April 18, 2022
Website
www.myfoundationwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI92.93%
  • Individuals6.15%
  • Charitable Organizations0.93%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Foundation Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm primarily serves individual and family clients and operates as a capital allocator that combines portfolio management with financial planning. Its advisory services include discretionary portfolio management for individuals, small businesses and institutions, financial planning, and the selection of third-party advisers. Compensation comes through a mix of asset-based fees and fixed fees. Foundation does not identify as an active ESG investor and lists accounting professionals among its industry affiliations. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

3 of 4
  • Owen Brown

    Owen Brown

    Investment Adviser RepresentativeCRD 7135112

  • Burwell Hutchinson

    Burwell Hutchinson

    Wealth Manager, PartnerCRD 4794846

  • Stephen Mcdade

    Stephen Mcdade

    Partner, Wealth ManagerCRD 4309796

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$133M in ETFs

Passive

100%

$133M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 VALUE ETF (IVE)BlackRockPassiveLarge Value$38.5M182,16728.92%
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Location

Primary office

Media, PA

Delaware

Location

Media, PA

Headquartered in Media, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
9 W Third St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth