THE FOUNDATION WEALTH MANAGEMENT, LLC

THE FOUNDATION WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 292093). Regulatory assets under management: $13.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 292093
• Type: Registered investment adviser
• Phone: 559-721-5690
• Latest filing: 2026-03-30
• Regulatory AUM: $13.2M
• Non-discretionary AUM: $13.2M
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292093 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search