Wesley Hutchins Thoms

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2010 → 01/2022
  Texas Farm Credit
  San Antonio, TX
• 08/2023 → 12/2024
  Texas Financial Advisory
  San Antonio, TX
• 01/2022 → 08/2023
  Unemployed
  San Antonio, TX
• 12/2024 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2023-08-24 → 2024-12-22
  Texas Financial Advisory
  San Antonio, TX

Other Businesses

(1) TREASURER AND OWNER OF 76 BAR INVESTMENTS II, LLC (76 BAR); 76 BAR HOLD 20% INTEREST IN BLUE RIBBON COUNTRY STORE AND 181 DIRT, LLC, MR. THOMS SERVES AS A TREASURER OF BOTH ENTITIES, BLUE RIBBON COUNTRY STORE IS A RETAIL OPERATING COMPANY AND 181 DIRT IS A REAL ESTATE HOLDING COMPANY; ENTITIES ARE NOT INVESTMENT RELATED; BOTH STARTED IN 2016 AND ARE LOCATED IN BEEVILLE, TEXAS. HE SPENDS 1-2 HOURS PER MONTH IN THIS ACTIVITY, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. (2) MAGELLAN INSURANCE; 314 E. COMMON ST. NEW BRAUNFELS, TX 78130 ; FIRM OFFERS INSURANCE AND ANNUITY SOLUTIONS TO RETAIL CLIENTS; INVESTMENT RELATED; SALES AGENT; INDEPENDENT INSURANCE; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED; 40 HRS/MONTH DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-06