Foundation Wealth Management, LLC
Foundation Wealth Management, LLC is an SEC-registered wealth manager in Media, PA with $411.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Foundation Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168270, SEC 801-123756, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $411.9M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Media, PA
- Employees
- 5
- Clients
- 167
- CRD
- 168270
- Ownership
- LAVIOLA, PAUL, ANDREW; MCDADE, STEPHEN, MARK; HUTCHINSON, BURWELL, LORAN
How much AUM does Foundation Wealth Management, LLC have?
Foundation Wealth Management, LLC reported $411.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Foundation Wealth Management, LLC?
Disclosed owners and executives of Foundation Wealth Management, LLC include LAVIOLA, PAUL, ANDREW, MCDADE, STEPHEN, MARK, HUTCHINSON, BURWELL, LORAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.