The Foundation Wealth Management, LLC

Overview

The Foundation Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company with an individual ownership structure. The firm focuses on serving individual and family clients through fee-based advisory work that includes financial planning, portfolio management for individuals and small businesses, pension consulting and sourcing/selection of other advisers. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, reflecting work across ongoing portfolio oversight and one-off planning projects. On the investment side the firm behaves as a capital allocator: the ADV signals a preference for packaged public funds and mutual funds as the dominant vehicle while also deploying third‑party alternative managers in real estate. The firm reports active involvement in selecting external managers and in structuring client portfolios rather than running large in‑house private investment sleeves. The ADV also shows the adviser is not positioned as an ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices