# Sure Foundation Wealth Planning

Sure Foundation Wealth Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** foundationwealthplanning.com

## Regulatory record

- **CRD number:** 305938
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305938

## About

Sure Foundation Wealth Planning, LLC is a state-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Why is there no AUM figure available?

The firm does not publish an AUM figure, it is not as an investment adviser, and no credible third-party source has reported an asset total. The AUM band is therefore undisclosed. Many deeply private family offices choose not to reveal this metric even to industry databases.

## Related profiles

- [Dumont Global](https://altss.com/profile/dumont-global-lp)
- [Templer Wealth Management](https://altss.com/profile/templer-wealth-management-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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