Timothy Filipe Lourenco

Employer firm

The Foundation Wealth Management, LLC CRD 292093

$13.2M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

The Foundation Wealth Management, Llc

Fresno, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-08

CA RA
APPROVED

Since 2026-01-08

Branch Locations

Fresno, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Securities, Inc.	Fresno	CA	10/2013	04/2018
The Foundation Wealth Management, Llc	Fresno	CA	04/2018	Present
Timothy Lourenco, Independent Insurance Agent	Fresno	CA	04/2017	Present

10/2013 → 04/2018

Principal Securities, Inc.

Fresno, CA
04/2018 → Present

The Foundation Wealth Management, Llc

Fresno, CA
04/2017 → Present

Timothy Lourenco, Independent Insurance Agent

Fresno, CA

Previous Registrations

2018-04-13 → 2025-12-31

The Foundation Wealth Management, Llc

Fresno, CA

Fresno, CA
2013-10-24 → 2018-04-10

Principal Securities, Inc.

Fresno, CA
2013-04-19 → 2013-08-26

Waddell & Reed

Fresno, CA

Other Businesses

***OUTSIDE INSURANCE, Independent Insurance Agent since 04/2017, GROUP BENEFITS, MEDICAL/NON-MEDICAL, FIXED LIFE & ANNUITIES, DI, LTC, 16 hrs/mo, all during trading hrs

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-04-18

S66 Uniform Combined State Law Examination

2013-04-18

Designations

Certified Financial Planner

View on SEC IAPD