FOUNDATION WEALTH MANAGEMENT, LLC

CRD 127134File 801-62187

APPROVED

Retail clients

Custody

Filing as of Apr 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$660.6M

Above cohort median (national)

Discretionary AUM

$579.1M

Non-discretionary $81.5M

Clients

359

1,778 accounts

Employees

Above cohort median in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 10, 2003
Principal office: 168 N. MERAMEC AVE, SUITE 100, CLAYTON, MO, 63105
Phone: 314-726-6789
Website: HTTP://WWW.FWMRIA.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $660.6M
Discretionary AUM: $579.1M
Non-discretionary AUM: $81.5M
Discretionary accounts: 1,608
Non-discretionary accounts: 170
Total accounts: 1,778
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	194	$545.5M
Pension and profit sharing plans	Fewer than 5	$4.9M
State or municipal government entities	5	$68.8M
Individuals (other than high net worth individuals)	157	$41.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.