Investment adviser · CRD 127134
FOUNDATION WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
CLAYTON, MO, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $661M Form ADV · Item 5.F
- Client accounts
- 1,778 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 194 | $545,516,957 | 82.6% |
| Government entities | 5 | $68,763,006 | 10.4% |
| Individuals | 157 | $41,488,220 | 6.3% |
| Retirement plans | Fewer than 5 | $4,881,606 | 0.7% |
Filing source
Form ADV 2095147 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
168 N. MERAMEC AVE, SUITE 100CLAYTON, MO, 63105, United States
CRD 127134
Filing source
Form ADV 2095147 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.