Foundation Wealth Partners

  • Financial Services
  • Southlake TX
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
700 N Carroll Ave Ste 120, Southlake TX
Website
foundationwealthpartners.com
Employees
7
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Foundation Wealth Partners

Foundation Wealth Partners is a financial advisory firm headquartered in Southlake, Texas. The firm is independently owned and operated, employing five individuals. Foundation Wealth Partners provides clients with objective financial advice and a high level of service. They offer investment management strategies and guidance tailored to individual client needs. Securities offered through LPL Financial, a member of SIPC, and investment advice offered through 360 Wealth Management LLC, a registered investment advisor. It is important to note that 360 Wealth Management LLC and Foundation Wealth Partners are separate entities from LPL Financial. For a comprehensive list of states where the financial consultants affiliated with Foundation Wealth Partners are registered to do business, please visit their website at www.foundationwealthpartners.com.

Company Leadership

Sam Rodriguez,

Founding Partner

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Foundation Wealth Partners Tech Stack

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FAQ

What is the location of Foundation Wealth Partners's headquarters?
The headquarters of Foundation Wealth Partners are situated at 700 N Carroll Ave Ste 120, Southlake TX
What is Foundation Wealth Partners's official website?
The official website of Foundation Wealth Partners can be found at foundationwealthpartners.com.
What is Foundation Wealth Partners's current revenue?
As of February 2020, Foundation Wealth Partners's annual revenue reached $3B.
How many employees does Foundation Wealth Partners currently have?
Foundation Wealth Partners employs approximately 7+ people as of February 2020
Which industries is Foundation Wealth Partners primarily operating in?
Foundation Wealth Partners operates in the following industries: Finance, Credit
Who is the Founding Partner of Foundation Wealth Partners?
Foundation Wealth Partners's Founding Partner is Sam Rodriguez,

Employee Directory

Key Employees

Brian Krukiel

Founding Partner

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Brandon Fresard

Director of Planning and Stratgey

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