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Firm profile

Foundation Wealth Management, LLC

CLAYTON, MOCRD 127134Latest ADV April 20, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMatthew S. Hardin
COOHannah R. Leone
CIODaniel J. Ladd

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.