The Foundation Wealth Management, LLC

The Foundation Wealth Management, LLC (CRD# 292093) is a financial advisory firm headquartered in Clovis, CA. They manage $9,656,775 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1077 N. Willow Ave., Suite 105, #807, Clovis, CA 93611
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $79,808
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Foundation Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Lourenco, financial advisor Fresno CA
Timothy F. Lourenco
CRD#: 6075802
Fresno, CA

Timothy Lourenco (CRD# 6075802) is an Investment Advisor Representative working at The Foundation Wealth Management, LLC in Fresno, CA and has over 11 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.

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