CRD: 298761
Firm Foundation Wealth Management, LLC
$71.9M Total AUM
$71.9M Disc. AUM
-- 3Y CAGR
1 Employees
180 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VertexVector
- Established Date
- 12-11-2018
- Office Locations
- 1
Office Locations
107 S. Kimball AVE Suite 235 Caldwell ID
About Firm Foundation Wealth Management, LLC
Firm Foundation Wealth Management is a fee-based independent RIA providing fiduciary, holistic financial planning and portfolio management. The firm builds tailored portfolios based on clients’ goals and risk tolerance and delivers written, interactive plans covering retirement, education, insurance/risk mitigation, and estate-plan coordination. Led by founder Daniel A. Lewis, CFP®, and custodied at Schwab.
Team overview
-- AVG AGE
$71.9M AVG AUM / ADVISOR
$399.2K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Pathway Bridge legacy
Client Personas
Wave
Custodian
Insight vector Focus unison
Investment Themes
Eagle Focus
Investment Vehicles
Harbor
Platform
Momentum summit
Services
Atlas Signal Matrix Meridian vector Focus bridge Focus zenith Beacon timber Delta ember
Technology
Element capital Vital
Owner & Executives
DANIEL ALAN LEWIS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6014257
- Ownership
- 75% or more
(741) 927-6552
value.ember@optimacapital.com
in linkedin.com/in/unison-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,855,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,855,662 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,855,662
Public Funds:
9.4% Cash:
20.4% Equity - Exchange:
26.6% Municipal Bonds:
20.6% U.S. Government/Agency:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $455,166,244 | 9.4% |
| Cash | $987,807,593 | 20.4% |
| Equity - Exchange | $1,288,023,626 | 26.6% |
| Municipal Bonds | $997,491,981 | 20.6% |
| U.S. Government/Agency | $1,113,704,639 | 23.0% |
| Total | $4,842,194,083 | 100.0% |