RIA Intel›Advisers›Maryland›FOUNDATION WEALTH & TAX ADVISORS, LLC

FOUNDATION WEALTH & TAX ADVISORS, LLC

Advisory

ANNAPOLIS, MD

Data as of Jun 4, 2026 · Source: SEC Form ADV

Rank in MD
#387
of 468 advisers by AUM
Average account
$317K
across 268 accounts
AUM per adviser
$8M
10 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM
$85M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
10
Assets Under Management
Total AUM$85M
Discretionary AUM$81M
Non-Discretionary AUM$4M
Discretionary %94.8%
Total Clients103
Team
Total Employees10
Investment Advisers10
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, FL, MD, NC, SC, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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