FIRM FOUNDATION WEALTH MANAGEMENT, LLC

FIRM FOUNDATION WEALTH MANAGEMENT, LLC of CALDWELL, ID is an SEC-registered investment adviser (CRD 298761). Regulatory assets under management: $71.9M.

Registration

• CRD: 298761
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298761 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search