FOUNDATION WEALTH MANAGEMENT, LLC
CRD #127134 SEC #801-62187 CLAYTON, MO 314-726-6789
SEC Registered
Total AUM
$593.2M
Discretionary
$519M
Employees
6
Clients
251
Accounts
1,726
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $593.2M | $519M | $74.2M | 6 | 0 |
| Jul 2024 | $525.1M | $459.6M | $65.5M | 5 | 0 |
| Mar 2024 | $525.1M | $459.6M | $65.5M | 5 | 0 |
| Mar 2023 | $478M | $417.8M | $60.2M | 6 | 0 |
| May 2022 | $529.4M | $466M | $63.4M | 6 | 0 |
| Mar 2022 | $529.4M | $466M | $63.4M | 6 | 0 |
| Jan 2022 | $455.9M | $400.7M | $55.2M | 5 | 0 |
| Nov 2021 | $455.9M | $400.7M | $55.2M | 5 | 0 |
| Mar 2021 | $455.9M | $400.7M | $55.2M | 5 | 0 |
| Nov 2020 | $395.4M | $343.7M | $51.6M | 5 | 0 |
| Jun 2020 | $395.4M | $343.7M | $51.6M | 5 | 0 |
| Mar 2020 | $395.4M | $343.7M | $51.6M | 5 | 0 |
| May 2019 | $324.1M | $284.2M | $39.9M | 4 | 0 |
| Mar 2019 | $324.1M | $284.2M | $39.9M | 4 | 0 |
| Jul 2018 | $305.2M | $261.2M | $44M | 4 | 0 |
| Jun 2018 | $305.2M | $261.2M | $44M | 4 | 0 |
| Mar 2018 | $305.2M | $261.2M | $44M | 4 | 0 |
| Mar 2017 | $245.1M | $209.1M | $36M | 4 | 148 |
| Dec 2016 | $232.2M | $194.5M | $37.6M | 6 | 148 |
| Mar 2016 | $232.2M | $194.5M | $37.6M | 6 | 148 |
| Mar 2015 | $243.4M | $202.6M | $40.7M | 6 | 148 |
| Aug 2014 | $232.3M | $218.8M | $13.4M | 5 | 141 |
| Mar 2014 | $232.3M | $218.8M | $13.4M | 5 | 141 |
| Sep 2013 | $186.5M | $169.6M | $17M | 4 | 127 |
| Mar 2013 | $186.5M | $169.6M | $17M | 4 | 127 |
| Oct 2012 | $150.2M | $139.5M | $10.7M | 4 | 130 |
| Jun 2012 | $150.2M | $139.5M | $10.7M | 1 | 130 |
| Apr 2012 | $150.2M | $139.5M | $10.7M | 1 | 130 |
| Mar 2012 | $150.2M | $139.5M | $10.7M | 1 | 130 |
| Mar 2011 | $141.8M | $130.5M | $11.3M | 5 | -- |
| Oct 2009 | $110.7M | $95.1M | $15.5M | 5 | -- |
| Oct 2009 | $110.7M | $95.1M | $15.5M | 5 | -- |
| Sep 2009 | $110.7M | $95.1M | $15.5M | 5 | -- |
| Apr 2009 | $110.7M | $95.1M | $15.5M | 5 | -- |
| Mar 2009 | $110.7M | $95.1M | $15.5M | 5 | -- |
| Mar 2008 | $133.3M | $110.6M | $22.7M | 5 | -- |
| Mar 2007 | $111.1M | $75.8M | $35.3M | 5 | -- |
| Mar 2006 | $93.2M | $11.2M | $82.1M | 5 | -- |
| Mar 2006 | $93.2M | $11.2M | $82.1M | 5 | -- |
| Mar 2004 | $67.9M | $0 | $67.9M | 5 | -- |
| Nov 2003 | $55M | $0 | $55M | 5 | -- |
DateMar 2025
Total AUM$593.2M
Discretionary$519M
Non-Disc.$74.2M
Employees6
Clients0
DateJul 2024
Total AUM$525.1M
Discretionary$459.6M
Non-Disc.$65.5M
Employees5
Clients0
DateMar 2024
Total AUM$525.1M
Discretionary$459.6M
Non-Disc.$65.5M
Employees5
Clients0
DateMar 2023
Total AUM$478M
Discretionary$417.8M
Non-Disc.$60.2M
Employees6
Clients0
DateMay 2022
Total AUM$529.4M
Discretionary$466M
Non-Disc.$63.4M
Employees6
Clients0
DateMar 2022
Total AUM$529.4M
Discretionary$466M
Non-Disc.$63.4M
Employees6
Clients0
DateJan 2022
Total AUM$455.9M
Discretionary$400.7M
Non-Disc.$55.2M
Employees5
Clients0
DateNov 2021
Total AUM$455.9M
Discretionary$400.7M
Non-Disc.$55.2M
Employees5
Clients0
DateMar 2021
Total AUM$455.9M
Discretionary$400.7M
Non-Disc.$55.2M
Employees5
Clients0
DateNov 2020
Total AUM$395.4M
Discretionary$343.7M
Non-Disc.$51.6M
Employees5
Clients0
DateJun 2020
Total AUM$395.4M
Discretionary$343.7M
Non-Disc.$51.6M
Employees5
Clients0
DateMar 2020
Total AUM$395.4M
Discretionary$343.7M
Non-Disc.$51.6M
Employees5
Clients0
DateMay 2019
Total AUM$324.1M
Discretionary$284.2M
Non-Disc.$39.9M
Employees4
Clients0
DateMar 2019
Total AUM$324.1M
Discretionary$284.2M
Non-Disc.$39.9M
Employees4
Clients0
DateJul 2018
Total AUM$305.2M
Discretionary$261.2M
Non-Disc.$44M
Employees4
Clients0
DateJun 2018
Total AUM$305.2M
Discretionary$261.2M
Non-Disc.$44M
Employees4
Clients0
DateMar 2018
Total AUM$305.2M
Discretionary$261.2M
Non-Disc.$44M
Employees4
Clients0
DateMar 2017
Total AUM$245.1M
Discretionary$209.1M
Non-Disc.$36M
Employees4
Clients148
DateDec 2016
Total AUM$232.2M
Discretionary$194.5M
Non-Disc.$37.6M
Employees6
Clients148
DateMar 2016
Total AUM$232.2M
Discretionary$194.5M
Non-Disc.$37.6M
Employees6
Clients148
DateMar 2015
Total AUM$243.4M
Discretionary$202.6M
Non-Disc.$40.7M
Employees6
Clients148
DateAug 2014
Total AUM$232.3M
Discretionary$218.8M
Non-Disc.$13.4M
Employees5
Clients141
DateMar 2014
Total AUM$232.3M
Discretionary$218.8M
Non-Disc.$13.4M
Employees5
Clients141
DateSep 2013
Total AUM$186.5M
Discretionary$169.6M
Non-Disc.$17M
Employees4
Clients127
DateMar 2013
Total AUM$186.5M
Discretionary$169.6M
Non-Disc.$17M
Employees4
Clients127
DateOct 2012
Total AUM$150.2M
Discretionary$139.5M
Non-Disc.$10.7M
Employees4
Clients130
DateJun 2012
Total AUM$150.2M
Discretionary$139.5M
Non-Disc.$10.7M
Employees1
Clients130
DateApr 2012
Total AUM$150.2M
Discretionary$139.5M
Non-Disc.$10.7M
Employees1
Clients130
DateMar 2012
Total AUM$150.2M
Discretionary$139.5M
Non-Disc.$10.7M
Employees1
Clients130
DateMar 2011
Total AUM$141.8M
Discretionary$130.5M
Non-Disc.$11.3M
Employees5
Clients--
DateOct 2009
Total AUM$110.7M
Discretionary$95.1M
Non-Disc.$15.5M
Employees5
Clients--
DateOct 2009
Total AUM$110.7M
Discretionary$95.1M
Non-Disc.$15.5M
Employees5
Clients--
DateSep 2009
Total AUM$110.7M
Discretionary$95.1M
Non-Disc.$15.5M
Employees5
Clients--
DateApr 2009
Total AUM$110.7M
Discretionary$95.1M
Non-Disc.$15.5M
Employees5
Clients--
DateMar 2009
Total AUM$110.7M
Discretionary$95.1M
Non-Disc.$15.5M
Employees5
Clients--
DateMar 2008
Total AUM$133.3M
Discretionary$110.6M
Non-Disc.$22.7M
Employees5
Clients--
DateMar 2007
Total AUM$111.1M
Discretionary$75.8M
Non-Disc.$35.3M
Employees5
Clients--
DateMar 2006
Total AUM$93.2M
Discretionary$11.2M
Non-Disc.$82.1M
Employees5
Clients--
DateMar 2006
Total AUM$93.2M
Discretionary$11.2M
Non-Disc.$82.1M
Employees5
Clients--
DateMar 2004
Total AUM$67.9M
Discretionary$0
Non-Disc.$67.9M
Employees5
Clients--
DateNov 2003
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--