Chief Compliance Officer, Wealth Manager, and Partner · Foundation Wealth Management, LLC
Burwell L. Hutchinson
CRD 4794846 · Named on Form ADV at one SEC-registered adviser
At a glance
Foundation Wealth Management, LLC, an SEC-registered wealth manager based in Media, PA with $412 million in regulatory assets, lists Burwell L. Hutchinson on its Form ADV as Chief Compliance Officer, Wealth Manager, and Partner, a control person.
Firms and roles
- Foundation Wealth Management, LLCChief Compliance Officer, Wealth Manager, and PartnerWealth manager · Media, PA · $412M in regulatory assets
AtlasMembers
Burwell’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Burwell’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul A. LaviolaWealth Manager and Partner, Foundation Wealth Management, LLC
- Stephen M. McDadeWealth Manager and Partner, Foundation Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Burwell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.