# FOUNDATION WEALTH & TAX ADVISORS, LLC

FOUNDATION WEALTH & TAX ADVISORS, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 317596
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317596/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317596/similar
- Related entities: https://search.stillhousedata.com/firm/317596/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317596

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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.