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⚲
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| Foundation Wealth Management LLC
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|
|---|---|
| CRD # | 168270 |
| SEC # | 801-123756 |
| CIK # | 0001966351, 0001868674 |
| AUM | $478.0 MM (2023-03-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-548-7170 |
| Address | 9 West Third Street Media, PA 19063 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.3 | |
| MRK | 232,371.9 | 1.2 | |
| PM | 158,793.3 | 0.9 | |
| XOM | 385,508.3 | 0.9 | |
| MSFT | 1,918,222.4 | 0.9 | |
| GOOGL | 1,475,138.5 | 0.7 | |
| COST | 207,576.9 | 0.5 | |
| MO | 78,198.0 | 0.4 | |
| GOOG | 1,482,566.4 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 16.1 |
| (b) Individuals (high net worth individuals) | 49 | 108.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 306 | 124.8 |
| By Discretionary | ||
| Discretionary | 306 | 124.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 306 | 124.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.8 | |
| Total | 306 | 124.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0001868674] | |
| 13F-HR | [0001966351] |
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|---|---|---|
|
Unique Wealth LLC
✚
|
FL | 0.5 |
|
The Cavanaugh Group Inc
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|
SC | 0.5 |
|
Hopwood Financial Services Inc
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|
VA | 0.5 |
|
Personal Investment Management Inc
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|
WA | 0.5 |
|
TSG Advice Partners LLC
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OH | 0.5 |
|
Tranquility Partners LLC
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|
TN | 0.5 |
|
Peninsula Wealth LLC
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|
CA | 0.5 |
|
Walled Lake Planning & Wealth Management LLC
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|
IL | 0.5 |
|
Palo Alto Wealth Advisors LLC
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|
CA | 0.5 |
|
Tortuga Advisers LLC
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|
CA | 0.5 |