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
Firm Foundation Wealth Management, LLC
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts509ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, TX, WA
Financial Advisors at Firm Foundation Wealth Management, LLC
1
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.
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