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Building 2FOUNDATION WEALTH MANAGEMENT, LLC

Map pinCLAYTON, MO
Phone314-726-6789
NotebookSEC #801-62187
Total AUM
$660.6M
Employees
6
Clients
359

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
168 N. MERAMEC AVE
SUITE 100
CLAYTON
MO 63105
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
314-726-6789

ReceiptFinancials

Total AUM
$660.6M
Accounts
1,778
Discretionary
$579.1M
Accounts
1,608
Non-Discretionary
$81.5M
Accounts
170

ContactClients

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Individual Clients
157
AUM
$41.5M
HNW Individual Clients
194
AUM
$545.5M
Pension/Profit Sharing Plan Clients
3
AUM
$4.9M
Government Entity Clients
5
AUM
$68.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILLAMONCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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