


Foundation Wealth Partners
Financial Services • Southlake, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 700 N. Carroll Ave, Ste 120, Southlake, TX 76092, US |
| Phone number | +19725252149 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Foundation Wealth Partners
Brandon Fresard
Director of Planning and Stratgey
Foundation Wealth Partners Email Formats
Foundation Wealth Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@foundationwealthpartners.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@foundationwealthpartners.com | 85.7% |
{first name}{last name} | johndoe@foundationwealthpartners.com | 14.3% |
About Foundation Wealth Partners
Our mission is to provide clients with objective advice and a level of service that far exceeds the industry standard. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through 360 Wealth Management LLC, a registered investment advisor. 360 Wealth Management LLC and Foundation Wealth Partners are separate entities from LPL Financial. For a list of states in which the financial consultants affiliated with Foundation Wealth Partners are registered to do business, please visit www.foundationwealthpartners.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Foundation Wealth Partners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Foundation Wealth Partners has never raised funding before.
Foundation Wealth Partners Tech Stack
Discover the technologies and tools that power Foundation Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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