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| Foundation Wealth Management LLC
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|---|---|
| CRD # | 168270 |
| SEC # | 801-123756 |
| CIK # | 0001868674, 0001966351 |
| AUM | 411.9 M (2026-06-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-548-7170 |
| Address | 9 West Third Street Media, PA 19063 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 3.7 | ||
| Apple Inc | 3.5 | ||
| Alphabet Inc | 1.6 | ||
| Microsoft Corp | 1.0 | ||
| Aon Corp | 0.9 | ||
| Grayscale Bitcoin MINI Trust BTC | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Palantir Technologies Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 25.3 |
| (b) Individuals (high net worth individuals) | 127 | 382.8 |
| (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 | 3.8 |
| (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 | 675 | 411.9 |
| By Discretionary | ||
| Discretionary | 664 | 408.2 |
| Non-Discretionary | 11 | 3.8 |
| Total | 675 | 411.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.9 | |
| Total | 675 | 411.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001868674] | |
| 13F-HR | [0001966351] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NC | 412.3 M |
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Lakeside Advisors Inc
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Bay Harbor Wealth Management LLC
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Petix & Botte Company
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|
Curbstone Financial Management Corporation
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|
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RI | 411.6 M |
|
MB Levis & Associates LLC
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PA | 411.6 M |
|
BDFS Capital LLC
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DE | 411.3 M |
|
Everest Private Wealth
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