FOUNDATION WEALTH & TAX ADVISORS, LLC

FOUNDATION WEALTH & TAX ADVISORS, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 317596). Regulatory assets under management: $85.0M.

Registration

• CRD: 317596
• Type: Registered investment adviser
• Location: 839 BESTGATE ROAD, ANNAPOLIS, MD, 21401
• Phone: 1-888-354-5899
• Latest filing: 2026-06-04
• Regulatory AUM: $85.0M
• Discretionary AUM: $80.6M
• Non-discretionary AUM: $4.4M
• Clients: 10
• Accounts: 268

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 317596 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search