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Wealth Foundations Partners, LLC

● SEC registered since 2026CRD 330999SEC# 801-136494Salt Lake City, UT
Export (members)
Reg. AUM
$110.5M
Employees
11
Accounts
390
Location
Salt Lake City, UT

Wealth Foundations Partners, LLC assets under management

Wealth Foundations Partners, LLC is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2026. It reports $110.5 million in regulatory assets under management and employs 11 people.

Wealth Foundations Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joanne Catherine Chapman ControlChief Compliance Officer And Managing Member50-75%2024
Michael Cordell Chapman ControlPresident And Managing Member25-50%2025

Frequently asked questions

How much does Wealth Foundations Partners, LLC manage?

Wealth Foundations Partners, LLC reports $110.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Foundations Partners, LLC have?

Wealth Foundations Partners, LLC reports 11 employees.

Where is Wealth Foundations Partners, LLC located?

Wealth Foundations Partners, LLC is based in Salt Lake City, UT and has been SEC-registered since 2026.

Does Wealth Foundations Partners, LLC disclose fund performance?

Wealth Foundations Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 W Broadway Ste 333, Pbm 181231, Salt Lake City, UT 84101
Phone(888) 785-0020
Office hours9-5 Mt
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.5M
Non-discretionary$0
Total (RAUM)$110.5M