Burwell L. Hutchinson
FOUNDATION WEALTH MANAGEMENT
REHOBOTH BEACH, DE 19971
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CRD#: 4794846
Professional summary
Burwell Loran Hutchinson III, CFP®, who also goes by Burwell Loran Hutchinson, is a registered financial advisor currently at FOUNDATION WEALTH MANAGEMENT, LLC located in Rehoboth Beach, Delaware.
Burwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Burwell has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Burwell Loran Hutchinson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OBA: INTERGRATED TAX AND BUSINESS SERVICES, LLC; ADDRESS OF OBA: WILMINGTON, DE 19808; NATURE: TO PROVIDE TAX AND ACCOUNTING SERVICES; INVESTMENT RELATED: NO; TITLE WITH OBA: CPA; DUTIES: AS CPA PERFORM TAX PREPARATION AND ACCOUNTING SERVICES; START DATE: 01/01/2013; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 10; (2.) NAME OF OBA: LTM PROPERTIES, LLC / 5511 KIRKWOOD HWY, LLC; ADDRESS OF OBA: WILMINGTON, DE 19808; NATURE: REAL ESTATE RENTAL PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: LANDLORD; DUTIES: MANAGE RENTAL PROPERTY LEASED BY FOUNDATION WEALTH MANAGEMENT; START DATE: 01/01/2013; APPROX.NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (3.) NAME OF OBA: NOTARY; ADDRESS OF OBA: REHOBOTH BEACH, DE 19971; NATURE: NOTARY; INVESTMENT RELATED: NO; TITLE WITH OBA: NOTARY PUBLIC; DUTIES: NOTARIZING DOCUMENTS FOR CLIENTS OF FWM APPLICATIONS FOR SCHWAB; START DATE: 01/01/2019; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
CRS (Client Relationship Summary) - RIA
Click below to view Burwell Loran Hutchinson III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
July 2, 2024 - Present
FOUNDATION WEALTH MANAGEMENT, LLC
Office #1: 20245 Bay Vista Road Unit 202, Rehoboth Beach, DE 19971Office #2: 9 West Third Street, Media, PA 19063Office #3: 5511 Kirkwood Highway, Wilmington, DE 19808RIA
CRD#: 168270
REHOBOTH BEACH, DE
Past
November 16, 2007 - July 12, 2024
INTEGRATED WEALTH ADVISORS, LLC
RIA
CRD#: 145261
WILMINGTON, DE
Past
May 20, 2004 - January 24, 2008
BLH FINANCIAL SERVICES
RIA
CRD#: 131144
BEAR, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FOUNDATION WEALTH MANAGEMENT, LLC
FOUNDATION WEALTH MANAGEMENT, LLC
CRD#: 168270 / SEC#: 801-123756
RIA
Registered Investment Advisory firm - (4/18/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/20/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(7/2/2024)
IAR
Pennsylvania(7/2/2024)
Exams
Current Firm
FOUNDATION WEALTH MANAGEMENT, LLC
FOUNDATION WEALTH MANAGEMENT, LLC
CRD#: 168270 / SEC#: 801-123756
RIA
Registered Investment Advisory firm - (4/18/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 West Third Street, Media, PA 19063
Mailing Address
Phone number
(610) 548-7170
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 644 |
| AUM (Assets Under Management) | $ 326,790,811 |
Red Flags
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Company Information
FOUNDATION WEALTH MANAGEMENT, LLC
CRD#: 168270Rehoboth Beach, DE 19971TRUST BUT VERIFY
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