Active
FOUNDATION WEALTH MANAGEMENT, LLC
Investment Advice|CLAYTON, MO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$593.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 519.0M |
| Non-Discretionary | 74.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 127134 |
| SEC Number | 801-62187 |
| Street Address | 168 N. MERAMEC AVE |
| Street Address 2 | SUITE 100 |
| Location | CLAYTON, MO 63105 |
| Country | United States |
| Phone | 314-726-6789 |
| Fax | 314-726-6785 |
| Total Employees | 6 |
Client Count by Type (345 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 181 |
| High Net Worth Individual… | 154 |
| Pension/Profit Sharing Pl… | 5 |
| State/Municipal Govt Enti… | 5 |
Community Partners
CITY OF BALLWIN
CITY OF BEVERLY HILLS
CITY OF BLACK JACK
CITY OF BRECKENRIDGE HILLS
CITY OF BRIDGETON
CITY OF CHARLACK
CITY OF CLARKSON VALLEY
CITY OF COOL VALLEY
CITY OF CRYSTAL LAKE PARK
CITY OF DELLWOOD
CITY OF ELLISVILLE
CITY OF EUREKA
CITY OF FLORDELL HILLS
CITY OF FLORISSANT
CITY OF GREENDALE
CITY OF GREEN PARK
CITY OF HAZELWOOD
CITY OF HUNTLEIGH
CITY OF JENNINGS
CITY OF KIRKWOOD
CITY OF BALLWIN
CITY OF BEVERLY HILLS
CITY OF BLACK JACK
CITY OF BRECKENRIDGE HILLS
CITY OF BRIDGETON
CITY OF CHARLACK
CITY OF CLARKSON VALLEY
CITY OF COOL VALLEY
CITY OF CRYSTAL LAKE PARK
CITY OF DELLWOOD
CITY OF ELLISVILLE
CITY OF EUREKA
CITY OF FLORDELL HILLS
CITY OF FLORISSANT
CITY OF GREENDALE
CITY OF GREEN PARK
CITY OF HAZELWOOD
CITY OF HUNTLEIGH
CITY OF JENNINGS
CITY OF KIRKWOOD
CITY OF BALLWIN
CITY OF BEVERLY HILLS
CITY OF BLACK JACK
CITY OF BRECKENRIDGE HILLS
CITY OF BRIDGETON
CITY OF CHARLACK
CITY OF CLARKSON VALLEY
CITY OF COOL VALLEY
CITY OF CRYSTAL LAKE PARK
CITY OF DELLWOOD
CITY OF ELLISVILLE
CITY OF EUREKA
CITY OF FLORDELL HILLS
CITY OF FLORISSANT
CITY OF GREENDALE
CITY OF GREEN PARK
CITY OF HAZELWOOD
CITY OF HUNTLEIGH
CITY OF JENNINGS
CITY OF KIRKWOOD
Municipal Government
55 Active
55
Organizations
1030 WOODCREST TERRACE DRIVE TDD
10700 PEAR TREE LANE TDD
12796 MANCHESTER ROAD TDD
370-MISSOURI BOTTOM RD-TAUSSIG RD TRANSPORTATION DEVELOP DIST
4576 WOODSON ROAD TDD
BALLWIN TOWN TRANSPORTATION DEVELOPMENT DISTRICT
BLACK JACK FIRE PROTECTION DISTRICT
BRENTWOOD BLVD/CLAYTON RD TDD
BRENTWOOD/EAGER TDD
BRENTWOOD POINTE TRANSPORTATION DEVELOPMENT DISTRICT
BRIDGETON NWP TDD
BRIDGETON SUBDISTRICT LEVEE
BROADWAY HOTEL TRANS DEV DIST
CENTENE PLAZA TDD
CHESTERFIELD COMMONS TRANSPORTATION DEVELOPMENT DISTRICT
CLARKSON KEHRS MILL TDD
COMMUNITY FIRE PROTECTION DISTRICT
CRESTWOOD POINT TRANSPORTATION DEVELOPMENT DISTRICT
DES PERES CORNERS TDD
DIERBERGS DES PERES TDD
1030 WOODCREST TERRACE DRIVE TDD
10700 PEAR TREE LANE TDD
12796 MANCHESTER ROAD TDD
370-MISSOURI BOTTOM RD-TAUSSIG RD TRANSPORTATION DEVELOP DIST
4576 WOODSON ROAD TDD
BALLWIN TOWN TRANSPORTATION DEVELOPMENT DISTRICT
BLACK JACK FIRE PROTECTION DISTRICT
BRENTWOOD BLVD/CLAYTON RD TDD
BRENTWOOD/EAGER TDD
BRENTWOOD POINTE TRANSPORTATION DEVELOPMENT DISTRICT
BRIDGETON NWP TDD
BRIDGETON SUBDISTRICT LEVEE
BROADWAY HOTEL TRANS DEV DIST
CENTENE PLAZA TDD
CHESTERFIELD COMMONS TRANSPORTATION DEVELOPMENT DISTRICT
CLARKSON KEHRS MILL TDD
COMMUNITY FIRE PROTECTION DISTRICT
CRESTWOOD POINT TRANSPORTATION DEVELOPMENT DISTRICT
DES PERES CORNERS TDD
DIERBERGS DES PERES TDD
1030 WOODCREST TERRACE DRIVE TDD
10700 PEAR TREE LANE TDD
12796 MANCHESTER ROAD TDD
370-MISSOURI BOTTOM RD-TAUSSIG RD TRANSPORTATION DEVELOP DIST
4576 WOODSON ROAD TDD
BALLWIN TOWN TRANSPORTATION DEVELOPMENT DISTRICT
BLACK JACK FIRE PROTECTION DISTRICT
BRENTWOOD BLVD/CLAYTON RD TDD
BRENTWOOD/EAGER TDD
BRENTWOOD POINTE TRANSPORTATION DEVELOPMENT DISTRICT
BRIDGETON NWP TDD
BRIDGETON SUBDISTRICT LEVEE
BROADWAY HOTEL TRANS DEV DIST
CENTENE PLAZA TDD
CHESTERFIELD COMMONS TRANSPORTATION DEVELOPMENT DISTRICT
CLARKSON KEHRS MILL TDD
COMMUNITY FIRE PROTECTION DISTRICT
CRESTWOOD POINT TRANSPORTATION DEVELOPMENT DISTRICT
DES PERES CORNERS TDD
DIERBERGS DES PERES TDD
Special District
100 Active
100
Organizations
AFFTON SCH DIST 101
BAYLESS SCH DIST
BRENTWOOD SCH DIST
CLAYTON SCH DIST
FERGUSON FLORISSANT SC DST R2
HANCOCK PLACE SCH DIST
HAZELWOOD SCH DIST R-1
JENNINGS SCH DIST
JUNIOR COLLEGE DISTRICT OF ST LOUIS
KIRKWOOD SCH DIST R 7
LADUE CITY SCH DIST
LINDBERGH SCH DIST R-8
MAPLEWOOD-RICHMOND HEIGHTS SCHOOL DIST
MEHLVILLE SCH DIST R-9
PARKWAY SCH DIST C-2
PATTONVILLE SCH DIST R 3
RITENOUR SCH DIST
RIVERVIEW GARDENS SCHOOL DIST
ROCKWOOD SCH DIST R-6
ST LOUIS CO SPECIAL SCH DT
AFFTON SCH DIST 101
BAYLESS SCH DIST
BRENTWOOD SCH DIST
CLAYTON SCH DIST
FERGUSON FLORISSANT SC DST R2
HANCOCK PLACE SCH DIST
HAZELWOOD SCH DIST R-1
JENNINGS SCH DIST
JUNIOR COLLEGE DISTRICT OF ST LOUIS
KIRKWOOD SCH DIST R 7
LADUE CITY SCH DIST
LINDBERGH SCH DIST R-8
MAPLEWOOD-RICHMOND HEIGHTS SCHOOL DIST
MEHLVILLE SCH DIST R-9
PARKWAY SCH DIST C-2
PATTONVILLE SCH DIST R 3
RITENOUR SCH DIST
RIVERVIEW GARDENS SCHOOL DIST
ROCKWOOD SCH DIST R-6
ST LOUIS CO SPECIAL SCH DT
AFFTON SCH DIST 101
BAYLESS SCH DIST
BRENTWOOD SCH DIST
CLAYTON SCH DIST
FERGUSON FLORISSANT SC DST R2
HANCOCK PLACE SCH DIST
HAZELWOOD SCH DIST R-1
JENNINGS SCH DIST
JUNIOR COLLEGE DISTRICT OF ST LOUIS
KIRKWOOD SCH DIST R 7
LADUE CITY SCH DIST
LINDBERGH SCH DIST R-8
MAPLEWOOD-RICHMOND HEIGHTS SCHOOL DIST
MEHLVILLE SCH DIST R-9
PARKWAY SCH DIST C-2
PATTONVILLE SCH DIST R 3
RITENOUR SCH DIST
RIVERVIEW GARDENS SCHOOL DIST
ROCKWOOD SCH DIST R-6
ST LOUIS CO SPECIAL SCH DT
School District
23 Active
23
Organizations
102ND PROMENADE NATIONALE LA SOCIETE DES 40 HOMMES ET 8 CHEVAUX
17 ST LOUIS
2 SERVE MINISTRIES INC
365 EMPOWERMENT NETWORK INC
365 EMPOWERMENT NETWORK INC
3 C PROJECT
3KEYS INTERNATIONAL ASSOCIATION
6757 Olive Holdings
ABERDEEN HEIGHTS RESIDENT ASSOCIATION
A BRILLIANT MIND AT WORK PROJECT
ABUNDANT CARE RESOURCE CENTER
A CARING PLUS INC
ACCESSIBLE PLAY INC
Accounting Support Services Training Institute
A CHAIN OF EVENTS
A CHANCE AND A CHOICE NFP
A CHILDS JOURNEE
A CUP OF LOVE OUTREACH
ADELINE & EDNA BURGER SCHOLARSHIP FUND
ADOLESCENTS & CHILDREN SERVICES
102ND PROMENADE NATIONALE LA SOCIETE DES 40 HOMMES ET 8 CHEVAUX
17 ST LOUIS
2 SERVE MINISTRIES INC
365 EMPOWERMENT NETWORK INC
365 EMPOWERMENT NETWORK INC
3 C PROJECT
3KEYS INTERNATIONAL ASSOCIATION
6757 Olive Holdings
ABERDEEN HEIGHTS RESIDENT ASSOCIATION
A BRILLIANT MIND AT WORK PROJECT
ABUNDANT CARE RESOURCE CENTER
A CARING PLUS INC
ACCESSIBLE PLAY INC
Accounting Support Services Training Institute
A CHAIN OF EVENTS
A CHANCE AND A CHOICE NFP
A CHILDS JOURNEE
A CUP OF LOVE OUTREACH
ADELINE & EDNA BURGER SCHOLARSHIP FUND
ADOLESCENTS & CHILDREN SERVICES
102ND PROMENADE NATIONALE LA SOCIETE DES 40 HOMMES ET 8 CHEVAUX
17 ST LOUIS
2 SERVE MINISTRIES INC
365 EMPOWERMENT NETWORK INC
365 EMPOWERMENT NETWORK INC
3 C PROJECT
3KEYS INTERNATIONAL ASSOCIATION
6757 Olive Holdings
ABERDEEN HEIGHTS RESIDENT ASSOCIATION
A BRILLIANT MIND AT WORK PROJECT
ABUNDANT CARE RESOURCE CENTER
A CARING PLUS INC
ACCESSIBLE PLAY INC
Accounting Support Services Training Institute
A CHAIN OF EVENTS
A CHANCE AND A CHOICE NFP
A CHILDS JOURNEE
A CUP OF LOVE OUTREACH
ADELINE & EDNA BURGER SCHOLARSHIP FUND
ADOLESCENTS & CHILDREN SERVICES
Nonprofit Organization
2276 Active
2276
Organizations
Community Partners173 organizations
CITY OF BALLWIN
Municipal Government·BALLWIN
CITY OF BEVERLY HILLS
Municipal Government·NORMANDY
CITY OF BRECKENRIDGE HILLS
Municipal Government·BRECKENRIDGE HILLS
CITY OF ELLISVILLE
Municipal Government·ELLISVILLE
CITY OF EUREKA
Municipal Government·EUREKA
CITY OF FLORDELL HILLS
Municipal Government·SAINT LOUIS
CITY OF FLORISSANT
Municipal Government·FLORISSANT
CITY OF HAZELWOOD
Municipal Government·HAZELWOOD
CITY OF MANCHESTER
Municipal Government·MANCHESTER
CITY OF NORMANDY
Municipal Government·NORMANDY
CITY OF ST ANN
Municipal Government·SAINT ANN
CITY OF UNIVERSITY CITY
Municipal Government·SAINT LOUIS
CITY OF VALLEY PARK
Municipal Government·VALLEY PARK
CITY OF WILDWOOD
Municipal Government·GROVER
TOWN OF NORWOOD COURT
Municipal Government·SAINT LOUIS
VILLAGE OF BEL NOR
Municipal Government·SAINT LOUIS
VILLAGE OF BEL RIDGE
Municipal Government·SAINT LOUIS
VILLAGE OF CHAMP
Municipal Government·MARYLAND HEIGHTS
VILLAGE OF COUNTRY LIFE ACRES
Municipal Government·BRIDGETON
VILLAGE OF GRANTWOOD
Municipal Government·SAINT LOUIS
1030 WOODCREST TERRACE DRIVE TDD
Special District·ST. LOUIS
10700 PEAR TREE LANE TDD
Special District·O'FALLON
12796 MANCHESTER ROAD TDD
Special District·ST. LOUIS
370-MISSOURI BOTTOM RD-TAUSSIG RD TRANSPORTATION DEVELOP DIST
Special District·SAINT LOUIS
4576 WOODSON ROAD TDD
Special District·CLAYTON
BALLWIN TOWN TRANSPORTATION DEVELOPMENT DISTRICT
Special District·BALLWIN
BRENTWOOD BLVD/CLAYTON RD TDD
Special District·SAINT LOUIS
BRENTWOOD/EAGER TDD
Special District·ST. LOUIS
BRENTWOOD POINTE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
BRIDGETON NWP TDD
Special District·ST. LOUIS
BRIDGETON SUBDISTRICT LEVEE
Special District·SAINT LOUIS
BROADWAY HOTEL TRANS DEV DIST
Special District·O FALLON
CENTENE PLAZA TDD
Special District·SAINT LOUIS
CHESTERFIELD COMMONS TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
CLARKSON KEHRS MILL TDD
Special District·SAINT LOUIS
COMMUNITY FIRE PROTECTION DISTRICT
Special District·OVERLAND
CRESTWOOD POINT TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
DES PERES CORNERS TDD
Special District·O FALLON
DIERBERGS DES PERES TDD
Special District·CHESTERFIELD
EUREKA COMMERCIAL PARK TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
EUREKA FIRE PROTECTION DISTRICT
Special District·EUREKA
EUREKA OLD TOWN TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
FENTON CROSSING TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
FOURTH STREET TRANSPORTATION DEVELOPMENT DISTRICT
Special District·ST. LOUIS
FRANCIS PLACE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·RICHMOND HEIGHTS
GLASGOW VILLAGE STREET LIGHT DISTRICT
Special District·SAINT LOUIS
GRAVOIS BLUFFS TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
HANCOCK STREET LIGHT DISTRICT
Special District·SAINT LOUIS
HANLELY-EAGER ROAD TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
HANLEY ROAD CORRIDOR TDD
Special District·SAINT LOUIS
HAZELWOOD SUBDISTRICT LEVEE
Special District·SAINT LOUIS
HIGHWAY 367 AND PARKER ROAD TDD
Special District·SAINT LOUIS
HOUSING AUTHORITIES-ST LOUIS
Special District·SAINT LOUIS
HOUSING AUTHORITY OF PAGEDALE
Special District·SAINT LOUIS
HOWARD BEND LEVEE DISTRICT
Special District·SAINT LOUIS
KINLOCH FIRE PROTECTION DISTRICT
Special District·KINLOCH
KINLOCH FIRE PROTECTION DISTRICT OF ST. LOUIS COUNTY, MISSOURI
Special District·SAINT LOUIS
KIRKWOOD HOUSING AUTHORITY
Special District·KIRKWOOD
LINDBERGH EAST CONCORD TDD
Special District·SAINT LOUIS
LIND-LITZ TDD
Special District·O'FALLON
LOOP TROLLEY TDD
Special District·SAINT LOUIS
LORMIL HEIGHTS TDD
Special District·ST. LOUIS
LUCAS & HUNT/CHANDLER TDD
Special District·SAINT LOUIS
MANCHESTER HIGHLANDS TDD
Special District·SAINT LOUIS
JUNIOR COLLEGE DISTRICT OF ST LOUIS
School District·BRIDGETON
102ND PROMENADE NATIONALE LA SOCIETE DES 40 HOMMES ET 8 CHEVAUX
Nonprofit Organization·FLORISSANT
17 ST LOUIS
Nonprofit Organization·Hazelwood
2 SERVE MINISTRIES INC
Nonprofit Organization·Kirkwood
365 EMPOWERMENT NETWORK INC
Nonprofit Organization·FLORISSANT
365 EMPOWERMENT NETWORK INC
Nonprofit Organization·FLORISSANT
3 C PROJECT
Nonprofit Organization·Florissant
3KEYS INTERNATIONAL ASSOCIATION
Nonprofit Organization·Ballwin
6757 Olive Holdings
Nonprofit Organization·University City
ABERDEEN HEIGHTS RESIDENT ASSOCIATION
Nonprofit Organization·Kirkwood
A BRILLIANT MIND AT WORK PROJECT
Nonprofit Organization·Florissant
ABUNDANT CARE RESOURCE CENTER
Nonprofit Organization·Florissant
A CARING PLUS INC
Nonprofit Organization·JENNINGS
ACCESSIBLE PLAY INC
Nonprofit Organization·Florissant
Accounting Support Services Training Institute
Nonprofit Organization·Florissant
A CHAIN OF EVENTS
Nonprofit Organization·Creve Coeur
A CHANCE AND A CHOICE NFP
Nonprofit Organization·Hazelwood
A CHILDS JOURNEE
Nonprofit Organization·Florissant
A CUP OF LOVE OUTREACH
Nonprofit Organization·HAZELWOOD
ADELINE & EDNA BURGER SCHOLARSHIP FUND
Nonprofit Organization·CLAYTON
ADOLESCENTS & CHILDREN SERVICES
Nonprofit Organization·Florissant
ADVENT CHARITIES
Nonprofit Organization·Ballwin
AE Robert Friedman PDCA
Nonprofit Organization·Maryland Heights
AESTHETICS OF BREAST CANCER FASHION SHOW
Nonprofit Organization·Hazelwood
AFGHAN ANSAR FOUNDATION
Nonprofit Organization·Ballwin
AFRICAN AMERICAN CHAMBER OF COMMERCE OF METROPOLITAN ST LOUIS
Nonprofit Organization·Kirkwood
AFRICAN AMERICAN FACULTY AND STAFF ASSOCIATION OF ST CHARLES COUNTY
Nonprofit Organization·FLORISSANT
AFRICAN IMAGES INSTITUTE
Nonprofit Organization·Normandy
Afriky Lolo
Nonprofit Organization·Florissant
AGENCY OF CHRISTIAN BROADCASTING
Nonprofit Organization·Valley Park
AHA UNLIMITED INC
Nonprofit Organization·Florissant
AIKIDO SAINT LOUIS
Nonprofit Organization·Florissant
AIM COMMUNITY BAND
Nonprofit Organization·Kirkwood
ALAN GREEN 4 CHESED NON-PROFIT CORP
Nonprofit Organization·Clayton
A LAST GIFT
Nonprofit Organization·BALLWIN
ALEX TOWNSEND MEMORIAL FOUNDATION
Nonprofit Organization·CLAYTON
ALICE G OGG TRUST UNDER WILL
Nonprofit Organization·CLAYTON
Alison and James Bates Charitable
Nonprofit Organization·Des Peres
ALISSAS HOPE INC
Nonprofit Organization·Maryland Heights
ALL ABOUT FAMILY I
Nonprofit Organization·Florissant
ALL ABOUT PAWS RESCUE
Nonprofit Organization·bridgeton
ALLIANCE OF ADIGRAT CATHOLIC DIOCESE FOUNDATION
Nonprofit Organization·Creve Coeur
ALL METRO SPECIALISTS
Nonprofit Organization·Creve Coeur
ALLSTAR SPARKS ASSOCIATION
Nonprofit Organization·Florissant
ALL THINGS ARE POSSIBLE WORSHIP CENTER
Nonprofit Organization·Florissant
A LOVE BEYOND ME
Nonprofit Organization·Hazelwood
ALPHA CHI SIGMA FRATERNITY PROFESSIONAL CHAPTER
Nonprofit Organization·FLORISSANT
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Maryland Heights
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Maryland Heights
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Maryland Heights
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Maryland Heights