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| Happy Holidays!! thanks for using AUM13F!! |
| Foundation Wealth Management LLC
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| CRD # | 127134 |
| SEC # | 801-62187 |
| CIK # | 0001868674, 0001966351 |
| AUM | $593.2 M (2025-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 314-726-6789 |
| Address | 168 N Meramec Ave Clayton, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001868674 0001966351 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 5.4 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 1.8 | ||
| Alphabet Inc | 1.1 | ||
| Walt Disney Co | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Palantir Technologies Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Grayscale Bitcoin Trust BTC | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 58.2 |
| (b) Individuals (high net worth individuals) | 154 | 472.1 |
| (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 | 5 | 6.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 56.1 |
| (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 | 1,726 | 593.2 |
| By Discretionary | ||
| Discretionary | 1,545 | 519.0 |
| Non-Discretionary | 181 | 74.2 |
| Total | 1,726 | 593.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 591.4 | |
| Total | 1,726 | 593.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001868674] | |
| 13F-HR | [0001966351] |
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|---|---|---|
|
St James Investment Company LLC
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TX | 0.6 |
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Moss LUSE & Womble LLC
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TX | 0.6 |
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The Marshall Financial Group LLC
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MD | 0.6 |
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Curran Financial Partners LLC
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SC | 0.6 |
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Greenwich Investment Management Inc
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CT | 0.6 |
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Northwest Investment Counselors LLC
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OR | 0.6 |
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Quantum Financial Planning Services Inc
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WA | 0.6 |
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Cyrus J Lawrence LLC
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NY | 0.6 |
|
Gradient Securities LLC
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|
MN | 0.6 |
|
Quantum Financial Services Inc
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|
IN | 0.6 |