FIG WEALTH, LLC
Legal name: THE FOUNDATION INVESTMENT GROUP
CRD #318369 SEC #801-123159 LAFAYETTE, CA 925-298-5840
SEC Registered
Total AUM
$255.7M
Discretionary
$249.1M
Employees
6
Clients
--
Accounts
516
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $255.7M | $249.1M | $6.6M | 6 | 0 |
| May 2024 | $241.9M | $235.3M | $6.6M | 6 | 0 |
| Mar 2024 | $241.9M | $235.3M | $6.6M | 6 | 0 |
| Aug 2023 | $240.9M | $236.2M | $4.7M | 7 | 0 |
| Mar 2023 | $240.9M | $236.2M | $4.7M | 7 | 0 |
| Jun 2022 | $239.2M | $234M | $5.1M | 7 | 0 |
| Jun 2022 | $239.2M | $234M | $5.1M | 7 | 0 |
| Mar 2022 | $0 | $0 | $0 | 7 | 0 |
| Jan 2022 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$255.7M
Discretionary$249.1M
Non-Disc.$6.6M
Employees6
Clients0
DateMay 2024
Total AUM$241.9M
Discretionary$235.3M
Non-Disc.$6.6M
Employees6
Clients0
DateMar 2024
Total AUM$241.9M
Discretionary$235.3M
Non-Disc.$6.6M
Employees6
Clients0
DateAug 2023
Total AUM$240.9M
Discretionary$236.2M
Non-Disc.$4.7M
Employees7
Clients0
DateMar 2023
Total AUM$240.9M
Discretionary$236.2M
Non-Disc.$4.7M
Employees7
Clients0
DateJun 2022
Total AUM$239.2M
Discretionary$234M
Non-Disc.$5.1M
Employees7
Clients0
DateJun 2022
Total AUM$239.2M
Discretionary$234M
Non-Disc.$5.1M
Employees7
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0