Foundation Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clayton, MO. Its latest Form ADV filing, dated April 20, 2026, reports $661M in regulatory assets under management, 6 employees, and 1,778 accounts.
Assets Under Management
$661M
Employees
6
Offices
--
Total Clients
359
Primary office
CLAYTON, MO
168 N. MERAMEC AVE, SUITE 100, CLAYTON, MO, United States
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
194
2
Individuals
43.7%
157
3
Government
1.4%
5
4
Pension Plans
0.8%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of April 20, 2026
Discretionary87.7%
$579M
88% of total RAUM87.7%
Non-discretionary12.3%
$82M
12% of total RAUM12.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$661M
Total Accounts1,778
10Y AUM Change+$416M (+169.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee60:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.