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
By the Numbers
-
Total Assets Under Management167MILLION
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Total Number of Accounts343ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, NJ, PA
Financial Advisors at Foundation Wealth Management, LLC
1
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 (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.
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