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EXECUTIVE WEALTH PARTNERS
FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC.
CRD 297608
9802 NICHOLAS ST., SUITE 375, OMAHA, NE, 68114, United States
Phone
402-991-1700
Fax
402-926-2230
Registration
— (—)
Source
State registered
Total AUM
$18.3M
Discretionary AUM
$18.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
| High net worth individuals | 6 | $16.6M |
Official SEC filing: View on IAPD