Foundation Wealth Management, Llc
- Regulatory AUM
- $661M
- Discretionary
- $579M
- Clients
- 359
- Avg AUM / client
- $1.8M
- Accounts
- 1,778
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Investments (13F portfolio — 44 positions, $148,022,800)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | S&P 500 VAL ETF | $38,463,690 | 182,167 | 26.0% | 5.82% |
| 2 | Ishares Tr | S&P 500 GRWT ETF | $38,248,709 | 338,159 | 25.8% | 5.79% |
| 3 | Ishares Tr | S&P MC 400VL ETF | $7,079,490 | 53,429 | 4.78% | 1.07% |
| 4 | Ishares Tr | RUS 2000 VAL ETF | $7,009,638 | 36,972 | 4.74% | 1.06% |
| 5 | Ishares Tr | RUS 2000 GRW ETF | $5,681,308 | 18,106 | 3.84% | 0.86% |
| 6 | Ishares Tr | EAFE VALUE ETF | $3,922,205 | 52,753 | 2.65% | 0.59% |
| 7 | Ishares Bitcoin Trust Etf | SHS BEN INT | $3,731,190 | 97,118 | 2.52% | 0.56% |
| 8 | Ishares Tr | IBONDS DEC2026 | $3,702,107 | 152,729 | 2.5% | 0.56% |
| 9 | Apple Inc | COM | $3,504,954 | 13,810 | 2.37% | 0.53% |
| 10 | Ishares Tr | MSCI EMG MKT ETF | $3,400,810 | 59,883 | 2.3% | 0.51% |
| 11 | Ishares Tr | IBONDS 27 ETF | $3,315,060 | 136,758 | 2.24% | 0.5% |
| 12 | Berkshire Hathaway Inc Del | CL B NEW | $2,945,996 | 6,148 | 1.99% | 0.45% |
| 13 | Ishares Tr | EAFE SML CP ETF | $2,831,863 | 36,115 | 1.91% | 0.43% |
| 14 | Ishares Tr | EAFE GRWTH ETF | $2,568,815 | 23,063 | 1.74% | 0.39% |
| 15 | Ishares Tr | S&P MC 400GR ETF | $2,466,986 | 24,515 | 1.67% | 0.37% |
| 16 | Ishares Tr | IBDS DEC28 ETF | $1,930,161 | 76,201 | 1.3% | 0.29% |
| 17 | Ishares Tr | U.S. ENERGY ETF | $1,782,392 | 27,516 | 1.2% | 0.27% |
| 18 | Alphabet Inc | CAP STK CL A | $1,634,906 | 5,686 | 1.1% | 0.25% |
| 19 | Ishares Tr | U.S. REAL ES ETF | $1,510,914 | 15,980 | 1.02% | 0.23% |
| 20 | Ishares Tr | GLOBAL REIT ETF | $1,213,492 | 48,253 | 0.82% | 0.18% |
| 21 | Microsoft Corp | COM | $1,048,460 | 2,833 | 0.71% | 0.16% |
| 22 | Aon Plc | SHS CL A | $855,591 | 2,651 | 0.58% | 0.13% |
| 23 | Grayscale Bitcoin Mini Tr Et | SHS NEW | $791,697 | 26,397 | 0.53% | 0.12% |
| 24 | Ishares Tr | IBONDS DEC 2030 | $759,786 | 34,706 | 0.51% | 0.12% |
| 25 | Alphabet Inc | CAP STK CL C | $729,735 | 2,544 | 0.49% | 0.11% |
Top 25 of 44 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 157 | $41.5M | 6.28% |
| High net worth individuals | 194 | $546M | 82.6% |
| Pension and profit sharing plans | 3 | $4.9M | 0.74% |
| State or municipal government entities | 5 | $68.8M | 10.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pamela Ann Hardin | Owner | CFP | May 2003 (23y) | 75% or more |
| Hardin, Matthew, Stephen | Chief Compliance Officer | Jan 2007 (20y) | Less than 5% | |
| Daniel Joseph Ladd | Chief Investment Officer | CFP | Feb 2016 (11y) | Less than 5% |
| Hannah Rae Leone | Chief Operating Officer | CFP | Sep 2016 (10y) | Less than 5% |
| Patrick Russell Mclaughlin | Registered representative | CFP | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 962 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $570M (86% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗