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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAVIOLA, PAUL, ANDREW | I | MAJORITY EQUITY OWNER AND MANAGING MEMBER | D | Control |
| LAVIOLA, PAUL, ANDREW | I | MAJORITY EQUITY OWNER AND MANAGING MEMBER | D | Control |
| LAVIOLA, PAUL, ANDREW | I | MAJORITY EQUITY OWNER AND MANAGING MEMBER | D | Control |
| LAVIOLA, PAUL, ANDREW | I | MAJORITY EQUITY OWNER AND MANAGING MEMBER | D | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER | C | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER | C | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER | C | Control |
| HUTCHINSON, BURWELL, LORAN | I | CHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER | C | Control |
| LAVIOLA, PAUL, ANDREW | I | WEALTH MANAGER AND PARTNER | C | Control |
| LAVIOLA, PAUL, ANDREW | I | WEALTH MANAGER AND PARTNER | C | Control |
| LAVIOLA, PAUL, ANDREW | I | WEALTH MANAGER AND PARTNER | C | Control |
| LAVIOLA, PAUL, ANDREW | I | WEALTH MANAGER AND PARTNER | C | Control |
| MCDADE, STEPHEN, MARK | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| MCDADE, STEPHEN, MARK | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| MCDADE, STEPHEN, MARK | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| MCDADE, STEPHEN, MARK | I | WEALTH MANAGER AND PARTNER | C | Control |
| MCDADE, STEPHEN, MARK | I | CHIEF COMPLIANCE OFFICER AND MEMBER | C | Control |
| MCDADE, STEPHEN, MARK | I | WEALTH MANAGER AND PARTNER | C | Control |
| MCDADE, STEPHEN, MARK | I | WEALTH MANAGER AND PARTNER | C | Control |
| MCDADE, STEPHEN, MARK | I | WEALTH MANAGER AND PARTNER | C | Control |
Registrations
Federal
IA
Oct 13, 2025 REGISTERED
Notice Filings (3)
DE NJ PA
Address
9 WEST THIRD STREETMEDIA, PA 19063
United States
Phone: (610) 548-7170