FOUNDATION WEALTH MANAGEMENT, LLC
SEC file number 801-62187
· CLAYTON, MO
https://foundation.app ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$525.1M
Discretionary AUM
$459.6M
Employees
5
Clients
—
Firm
- Address
- 168 N. MERAMEC AVE
CLAYTON, MO 63105 - Phone
- —
- Website
- https://foundation.app
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M