FOUNDATION WEALTH MANAGEMENT, LLC

FOUNDATION WEALTH MANAGEMENT, LLC of MEDIA, PA is an SEC-registered investment adviser (CRD 168270). Regulatory assets under management: $411.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Paul Andrew LaviolaWEALTH MANAGER AND PARTNER
Stephen Mark McdadeWEALTH MANAGER AND PARTNER
Burwell Loran HutchinsonCHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER
HUTCHINSON BURWELL LORANCHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER
LAVIOLA PAUL ANDREWMAJORITY EQUITY OWNER AND MANAGING MEMBER; WEALTH MANAGER AND PARTNER
MCDADE STEPHEN MARKCHIEF COMPLIANCE OFFICER AND MEMBER; WEALTH MANAGER AND PARTNER

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