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FOUNDATION WEALTH MANAGEMENT, LLC

CLAYTON, MO · CRD 127134 · IAPD ↗ · fwmria.com · 314-726-6789

$660.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — FOUNDATION WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($478.0M -> $525.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.