Foundation Wealth Management, LLC
● SEC registered since 2003CRD 127134SEC# 801-62187Clayton, MO
Reg. AUM
$660.6M
Employees
6
Accounts
1,778
Location
Clayton, MO
Foundation Wealth Management, LLC assets under management
Foundation Wealth Management, LLC operates as an SEC-registered investment adviser based in Clayton, MO. The firm has been registered since 2003. It reports $660.6 million in regulatory assets under management and employs 6 people.
Foundation Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Ladd Control | Chief Investment Officer | Under 5% | 2021 |
| Hannah Rae Leone Control | Chief Operating Officer | Under 5% | 2021 |
| Matthew Stephen Hardin | Chief Compliance Officer | Under 5% | 2007 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Foundation Wealth Management, LLC manage?
Foundation Wealth Management, LLC reports $660.6 million in regulatory assets under management on its Form ADV.
How many employees does Foundation Wealth Management, LLC have?
Foundation Wealth Management, LLC reports 6 employees.
Where is Foundation Wealth Management, LLC located?
Foundation Wealth Management, LLC is based in Clayton, MO and has been SEC-registered since 2003.
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 | 168 N. Meramec Ave, Suite 100, Clayton, MO 63105 |
| Phone | 314-726-6789 |
| Fax | 314-726-6785 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1966351 |
| Discloses disciplinary history | No |
Regulatory AUM
$660.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$660.6Mregulatory AUM
Discretionary $579.1MNon-discretionary $81.5M