Foundation Wealth Management, LLC
● SEC registered since 2022CRD 168270SEC# 801-123756Media, PA
Reg. AUM
$411.9M
Employees
5
Accounts
675
Location
Media, PA
Foundation Wealth Management, LLC assets under management
Foundation Wealth Management, LLC operates as an SEC-registered investment adviser based in Media, PA. The firm has been registered since 2022. It reports $411.9 million in regulatory assets under management and employs 5 people.
Foundation Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Burwell Loran Hutchinson Control | Chief Compliance Officer, Wealth Manager, And Partner | 25-50% | 2024 |
| Paul Andrew Laviola Control | Wealth Manager And Partner | 25-50% | 2013 |
| Stephen Mark McDade Control | Wealth Manager And Partner | 25-50% | 2013 |
Frequently asked questions
How much does Foundation Wealth Management, LLC manage?
Foundation Wealth Management, LLC reports $411.9 million in regulatory assets under management on its Form ADV.
How many employees does Foundation Wealth Management, LLC have?
Foundation Wealth Management, LLC reports 5 employees.
Where is Foundation Wealth Management, LLC located?
Foundation Wealth Management, LLC is based in Media, PA and has been SEC-registered since 2022.
Does Foundation Wealth Management, LLC disclose fund performance?
Foundation Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 West Third Street, Media, PA 19063 |
| Phone | (610) 548-7170 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$411.9M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$411.9Mregulatory AUM
Discretionary $408.2MNon-discretionary $3.8M