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Building 2FOUNDATION WEALTH MANAGEMENT, LLC

Map pinMEDIA, PA
Phone(610) 548-7170
NotebookSEC #801-123756
Total AUM
$411.9M
Employees
5
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 WEST THIRD STREET
MEDIA
PA 19063
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(610) 548-7170
Other Offices
2

ReceiptFinancials

Total AUM
$411.9M
Accounts
675
Discretionary
$408.2M
Accounts
664
Non-Discretionary
$3.8M
Accounts
11

ContactClients

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Individual Clients
40
AUM
$25.3M
HNW Individual Clients
127
AUM
$382.8M
Charitable Organization Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DENJPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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