Foundation Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Media, PA. Its latest Form ADV filing, dated March 24, 2026, reports $412M in regulatory assets under management, 5 employees, 2 offices, and 675 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.0% of total clients.
Top client categories% of clientsClients
1
HNWI
76.0%
127
2
Individuals
24.0%
40
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$412Mas of March 24, 2026
Discretionary99.1%
$408M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
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$412M
Total Accounts675
10Y AUM Change+$277M (+205.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+3 (+150.0%)
* 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.