FOUNDATION WEALTH MANAGEMENT, LLC

CLAYTON, Missouri·3 registered advisors·CRD# 127134

SEC# 801-621870314-726-6789

01

Firm Overview

AUM

$525M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FOUNDATION WEALTH MANAGEMENT, LLC

3 registered advisors

Daniel Joseph Ladd

CLAYTON, Missouri

Hannah Rae Leone

CLAYTON, Missouri

Pamela Ann Hardin

CLAYTON, Missouri

05

Office Locations

CLAYTON, Missouri

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Data sourced from SEC Form ADV filings. FOUNDATION WEALTH MANAGEMENT, LLC (CRD# 127134) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.