Wealth Foundations Partners, LLC
● SEC registered since 2026CRD 330999SEC# 801-136494Salt Lake City, UT
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Joanne Catherine Chapman Control | Chief Compliance Officer And Managing Member | 50-75% | 2024 |
| Michael Cordell Chapman Control | President And Managing Member | 25-50% | 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
| Address | 50 W Broadway Ste 333, Pbm 181231, Salt Lake City, UT 84101 |
| Phone | (888) 785-0020 |
| Office hours | 9-5 Mt |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.5M▲ 9%
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$110.5Mregulatory AUM
Discretionary $110.5M