Foundation Wealth Management, LLC

Foundation Wealth Management, LLC (CRD# 168270) is a financial advisory firm headquartered in Media, PA. They manage $167,273,412 in 343 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9 West Third Street, Media, PA 19063
https://www.linkedin.com/company/foundation_wealth_management_pa
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $487,678
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Foundation Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Laviola, financial advisor Media PA
Paul A. Laviola
CRD#: 3068433
9 West Third Street, Media, PA 19063

Paul Laviola (CRD# 3068433) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Media, PA and has over 25 years of experience in the finance industry.

2
Stephen McDade, financial advisor Media PA
Stephen M. McDade
CRD#: 4309796
9 West Third Street, Media, PA 19063

Stephen McDade (CRD# 4309796) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Media, PA and has over 23 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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