CRD: 168270
Foundation Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-16-2013
- Office Locations
- 1
Office Locations
About Foundation Wealth Management, LLC
Foundation Wealth Management is a Media, PA-based RIA led by Burt Hutchinson, Paul LaViola, and Stephen McDade, providing flat-fee ($12K) wealth management and financial planning for individuals and families focused on long-term discipline. The team builds tailored portfolios emphasizing asset allocation and risk management, primarily using public funds and ETFs, with client assets custodied mainly at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BURWELL LORAN HUTCHINSON III
Chief Compliance Officer, PARTNER, WEALTH MANAGER
- CRD
- #4794846
- Ownership
- 25% but less than 50%
PAUL ANDREW LAVIOLA
Financial Advisor, General Partner, PARTNER, WEALTH MANAGER
- CRD
- #3068433
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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OWEN MICHAEL BROWN
--
- CRD
- #7135112
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,181,295 | $614,731 |
| Non-Discretionary | $3,752,145 | $341,104 |
| Total | $411,933,440 | $610,272 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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