Burwell Loran Hutchinson

Employer firm

Foundation Wealth Management, LLC CRD 168270

$412M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 07/2024
  Integrated Wealth Advisors, Llc
  Lewes, DE
• 07/2024 → Present
  Foundation Wealth Management, Llc
  Media, PA

Previous Registrations

• 2007-11-16 → 2024-07-12
  Integrated Wealth Advisors, Llc
  Wilmington, DE
  Lewes, DE
  Rehoboth Beach, DE
  Wilmington, DE
  Rehoboth Beach, DE
• 2004-05-20 → 2008-01-24
  Blh Financial Services
  Bear, DE

Other Businesses

(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

Designations

• Certified Financial Planner

Other Names

• Burwell Loran Hutchinson