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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-10-2003
- Office Locations
- 1
Office Locations
About Foundation Wealth Management, LLC
Foundation Wealth Management (founded 2003) is an independent RIA providing personal wealth management and retirement plan services for individuals and plan sponsors. The firm emphasizes long-term relationships (citing 95%+ client retention) and offers a dedicated Women in Transition™ program for clients navigating major life changes. Portfolios are built with diversified allocations across mutual funds/ETFs and fixed income; custody is primarily through Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 28, 2025 and April 20, 2026, reported AUM increased 11.4%, from $593.2M to $660.6M.
Across 5 reported observations, AUM increased 24.8% between May 19, 2022 and April 20, 2026, from $529.4M to $660.6M.
Of the latest reported AUM, 87.7% is discretionary and 12.3% is non-discretionary.
The firm reports 4 advisory representatives and 359 clients, or 89.8 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on April 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Foundation Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAMELA ANN HARDIN
Owner, President
- CRD
- #1741367
- Ownership
- 75% or more
MATTHEW STEPHEN HARDIN
securities attorney and regulatory compliance consultant
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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PATRICK RUSSELL MCLAUGHLIN
Director
- CRD
- #6855199
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $579,137,329 | $360,160 |
| Non-Discretionary | $81,512,460 | $479,485 |
| Total | $660,649,789 | $371,569 |
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Separately Managed Accounts
SMA allocation detail is available
Foundation Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Foundation Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.