Owen
Brown

Foundation Wealth Management, LLC

CRD#7135112
Investment Advisor
in Media, PA

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About this Advisor

Owen Brown is a financial advisor based in Media, Pennsylvania, working with Foundation Wealth Management, LLC. Owen has previously held positions at Brooklyn Plans, Fox Business Communication Center, Temple University, Equitable Advisors, LLC, and Foundation Wealth Management, LLC. Owen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Owen is part of Foundation Wealth Management, LLC, which operates out of Media, Pennsylvania. The firm has 3 employees and manages assets totaling $167.3 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Foundation Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9 West Third Street
Media, PA 19063

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Foundation Wealth Management, LLC Brokerage Details

Total Assets Under Management

$167,273,412

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

343

PA Average: 3,342
Average Account Size

$487,678

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Owen Brown Work History

2024 - Present (0 year)

Foundation Wealth Management, LLC

2023 - Present (1 year)

Equitable Advisors, LLC

2022 - 2023 (1 year)

Brooklyn Plans

2020 - 2020 (< 1 year)

Fox Business Communication Center

2018 - 2022 (4 years)

Temple University

2013 - 2018 (5 years)

Student

Disclosures

Please visit the SEC profile of Owen Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundation Wealth Management, LLC

Owen Brown
Media, PA
Stephen Mcdade
Media, PA
Paul Laviola
Media, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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