Firm Foundation Wealth Management, LLC

Firm Foundation Wealth Management, LLC (CRD# 298761) is a financial advisory firm headquartered in Caldwell, ID. They manage $53,606,133 in 509 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
107 S. Kimball Ave, Suite 235, Caldwell, ID 83605
https://www.firmfoundationwealth.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $105,317
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, WA

Financial Advisors at Firm Foundation Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Lewis, financial advisor Caldwell ID
Daniel A. Lewis
CRD#: 6014257
107 S. Kimball Ave, Suite 235, Caldwell, ID 83605

Daniel Lewis (CRD# 6014257) is an Investment Advisor Representative working at Firm Foundation Wealth Management, LLC in Caldwell, ID and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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