FOUNDATION WEALTH MANAGEMENT, LLC
CRD #168270 SEC #801-123756 MEDIA, PA (610) 548-7170
SEC Registered
Total AUM
$326.8M
Discretionary
$323.1M
Employees
5
Clients
101
Accounts
644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $326.8M | $323.1M | $3.7M | 5 | 1 |
| Mar 2025 | $326.8M | $323.1M | $3.7M | 5 | 1 |
| Jul 2024 | $167.3M | $167.3M | $0 | 3 | 1 |
| Jun 2024 | $167.3M | $167.3M | $0 | 3 | 1 |
| Mar 2024 | $167.3M | $167.3M | $0 | 3 | 1 |
| Mar 2023 | $124.8M | $124.8M | $0 | 2 | 1 |
| Mar 2022 | $135M | $135M | $0 | 2 | 0 |
DateOct 2025
Total AUM$326.8M
Discretionary$323.1M
Non-Disc.$3.7M
Employees5
Clients1
DateMar 2025
Total AUM$326.8M
Discretionary$323.1M
Non-Disc.$3.7M
Employees5
Clients1
DateJul 2024
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees3
Clients1
DateJun 2024
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2024
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2023
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees2
Clients0