Strong Foundation Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,554,226
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
HighAverage account size
$354,383
About
Strong Foundation Wealth Management LLC provides portfolio management, financial planning, and pension consulting to high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and business entities. The firm reports roughly $20.5 million in discretionary assets across about 58 client relationships and does not appear to maintain a notable non‑high‑net‑worth retail client base.
The adviser constructs individualized investment policy statements and typically manages accounts on a discretionary basis, employing a mix of methods — including modern portfolio theory, quantitative, technical and charting analysis — and both long‑ and short‑term trading. Investment allocations may include mutual funds, fixed income, real‑estate funds (including REITs), ETFs (including precious‑metal ETFs), private placements and venture capital, and clients are required to custody assets at specified custodians (Schwab Institutional or SEI Private Trust Company).
Noteworthy aspects disclosed in the brochure include the firm’s provision of pension consulting services for retirement plans and an affiliation with another registered investment adviser, as well as a representative’s licensed activity as an insurance agent that generates commission income. The firm also participates on the SEI adviser platform and discloses receipt of platform and custodian‑provided research, technology and other services that could influence custodian selection.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Annuities
Retirement income strategy
Wealth management
Fee options
$1,000 to $10,000 fixed fee for financial planning
1.00% annually
$250 to $500 per hour
Main office location
Strong Foundation Wealth Management LLC
Castaic CA, United States
Number of offices
1
Most active in
Strong Foundation Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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