Foundation Wealth Management, LLC
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
FINTRXOverview
Foundation Wealth Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves individual and family clients and operates as a capital allocator — it constructs portfolios itself and selects external managers when appropriate. Fee arrangements include percentage-of-AUM pricing along with the option for fixed fees. Core advisory services are financial planning and portfolio management for individuals, small businesses, and institutional or business clients; the firm also offers manager-of-managers services by selecting other advisers. Foundation Wealth Management does not identify as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 4
Owen Brown
Investment Adviser RepresentativeCRD 7135112
Burwell Hutchinson
Wealth Manager, PartnerCRD 4794846
Stephen Mcdade
Partner, Wealth ManagerCRD 4309796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$149M in ETFs
100%
$149M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $46.3M | 336,974 | 31.01% |
Location
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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