Paul Andrew Laviola
Investment adviser representative at Foundation Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$411.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Foundation Wealth Management, LLCAug 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Foundation Wealth Management, LLC
$411.9MAssets managed
167Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3068433
- Firm CRD
- 168270