This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAMELA ANN HARDIN
Owner, President
- CRD
- #1741367
- Ownership
- 75% or more
MATTHEW STEPHEN HARDIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing