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WEALTH FOUNDATIONS PARTNERS, LLC
CRD 330999 · SEC 801-136494
50 W BROADWAY STE 333, PBM 181231, SALT LAKE CITY, UT, 84101, United States
Phone
(888) 785-0020
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$110.5M
Discretionary AUM
$110.5M
Team
11 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 366 | $68.4M |
| High net worth individuals | 22 | $34.1M |
| Pension/profit sharing plans | 2 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD