Foundation Wealth Management, LLC

Foundation Wealth Management, LLC (CRD# 168270) is a financial advisory firm headquartered in Media, PA. They manage $45,107,270 in 201 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $224,414
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Foundation Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul A. Laviola
CRD#: 3068433
9 West Third Street, Media, PA 19063
96
Wealthminder
score

Paul Laviola (CRD# 3068433) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Media, PA and has over 17 years of experience in the finance industry. Paul Laviola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen M. McDade
CRD#: 4309796
903 Truepenny Road, Media, PA 19063
96
Wealthminder
score

Stephen McDade (CRD# 4309796) is an Investment Advisor Representative working at Foundation Wealth Management, LLC in Media, PA and has over 15 years of experience in the finance industry. Stephen McDade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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