FOUNDATION WEALTH MANAGEMENT, LLC - Financial Advisor in Missouri, Clayton

Tel: 314-726-6789 168 N. Meramec Ave Suite 100 Clayton, Missouri 63105

About FOUNDATION WEALTH MANAGEMENT, LLC

FOUNDATION WEALTH MANAGEMENT, LLC is a Clayton, Missouri based financial advisory firm with nearly $525,135,470 in assets under management and provides investment advisory services for 1635 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

127134

Firm SEC#:

801-62187

Assets Under Management:

$525,135,470

No. of Clients:

1635

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Missouri?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Missouri, Clayton

FirmCRD#:107930

SEC#:801-55903

No. of Advisors:21

No. of Clients:1067

AUM:$3,428,588,706

FirmCRD#:106806

SEC#:801-37738

No. of Advisors:44

No. of Clients:234

AUM:$3,389,721,779

FirmCRD#:3441

SEC#:801-68175

No. of Advisors:65

No. of Clients:4988

AUM:$1,705,976,563

FirmCRD#:107574

SEC#:801-39372

No. of Advisors:46

No. of Clients:21

AUM:$782,230,513

FirmCRD#:330152

SEC#:801-129997

No. of Advisors:6

No. of Clients:2

AUM:$410,000,000

FirmCRD#:312082

SEC#:801-120420

No. of Advisors:7

No. of Clients:365

AUM:$209,685,096

FirmCRD#:311647

SEC#:801-129634

No. of Advisors:11

No. of Clients:1

AUM:$112,930,667

FirmCRD#:277114

SEC#:801-130103

No. of Advisors:2

No. of Clients:185

AUM:$111,162,108

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ARGENT CAPITAL MANAGEMENT LLC

107930

801-55903

1067

$3,428,588,706

MATTER FAMILY OFFICE

106806

801-37738

234

$3,389,721,779

SMITH MOORE & CO.

3441

801-68175

4988

$1,705,976,563

ASSET CONSULTING GROUP, LLC

107574

801-39372

$782,230,513

AGELLUS CAPITAL, LLC

330152

801-129997

$410,000,000

VISTA FINANCE, LLC

312082

801-120420

365

$209,685,096

IOR

311647

801-129634

$112,930,667

CLARITY FINANCIAL PLANNERS

277114

801-130103

185

$111,162,108

Explore More Financial Advisor Firms in Clayton, Missouri >>