# FIRM FOUNDATION WEALTH MANAGEMENT, LLC

FIRM FOUNDATION WEALTH MANAGEMENT, LLC of CALDWELL, ID is an SEC-registered investment adviser.

## Registration

- CRD: 298761
- Type: SEC-registered investment adviser
- Location: 107 S. KIMBALL AVE, CALDWELL, ID, 83605
- Phone: 425-749-4099
- Latest filing: 2026-03-10
- Regulatory AUM: $71.9M
- Discretionary AUM: $71.9M
- Clients: 1
- Accounts: 603

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298761/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298761/similar
- Related entities: https://search.stillhousedata.com/firm/298761/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298761

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.