RIA Intel›Advisers›Idaho›FIRM FOUNDATION WEALTH MANAGEMENT, LLC

FIRM FOUNDATION WEALTH MANAGEMENT, LLC

Advisory

CALDWELL, ID

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in ID

#81

of 82 advisers by AUM

Average account

$119K

across 603 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients177

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

177 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

THE NAARDEN FINANCIAL GROUP, LLC

$73M

INTERWEST INVESTMENT ADVISORS, INC

$75M

MOMENTUM WEALTH STRATEGIES, INC.

$68M

BADGER CAPITAL ADVISORS, LLC

$77M

SNAKE RIVER INVESTMENT COUNSEL LLC

IDAHO FALLS, ID

$78M

ARCHER WEALTH ADVISORS, LLC

COEUR D'ALENE, ID

$80M

Get the full picture on FIRM FOUNDATION WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIRM FOUNDATION WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans