Foundation Wealth Management, LLC

Foundation Wealth Management, LLC (CRD# 127134) is a financial advisory firm headquartered in Clayton, MO. They manage $525,135,470 in 1,635 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
168 N. Meramec Ave, Suite 100, Clayton, MO 63105
http://fwmria.com/
By the Numbers
  • Total Assets Under Management
    525
    MILLION
  • Total Number of Accounts
    1,635
    ACCOUNTS
  • Average Account Value
    $321,184
Compensation Options
  • A percentage of assets under your management
  • 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.

AZ, CA, FL, GA, IL, LA, MO, NC, TX

Financial Advisors at Foundation Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Pamela Hardin, financial advisor Clayton MO
Pamela A. Hardin
CRD#: 1741367
168 N. Meramec Ave, Suite 100, Clayton, MO 63105

Pamela Hardin (CRD# 1741367) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Clayton, MO and has over 36 years of experience in the finance industry.

2
Daniel Ladd, financial advisor Clayton MO
Daniel J. Ladd
CRD#: 6610411
168 N. Meramec Ave, Suite 100, Clayton, MO 63105

Daniel Ladd (CRD# 6610411) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Clayton, MO and has 1 year of experience in the finance industry.

3
Hannah Leone, financial advisor Clayton MO
Hannah R. Leone
CRD#: 6547838
168 N. Meramec Ave, Suite 100, Clayton, MO 63105

Hannah Leone (CRD# 6547838) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Clayton, MO and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals