Data / Investment advisers / Utah / Wealth Foundations Partners, LLC
Wealth Foundations Partners, LLC, Salt Lake City, UT: $111 million AUM, SEC registered investment adviser
Wealth Foundations Partners, LLC is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $111 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 330999
- SEC file number
- 801-136494
- SEC status
- Approved, effective June 12, 2026
- Main office
- 50 W Broadway Ste 333 PBM 181231, Salt Lake City, UT 84101
- Phone
- (888) 785-0020
- Regulatory AUM
- $110,501,385 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $110,501,385
- Accounts
- 390
- Employees
- 10, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 366 | $68.4 million |
| High net worth individuals | 22 | $34.1 million |
| Pension and profit sharing plans | 2 | $8.1 million |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jordanelle Capital | Salt Lake City | $179.2 million | 3 | adviserinfo.sec.gov |
| Peterson Rogers Private Wealth, LLC | Salt Lake City | $177.1 million | Not listed | adviserinfo.sec.gov |
| Guardian Wealth Management | Salt Lake City | $174.8 million | Not listed | adviserinfo.sec.gov |
| Veritas Wealth Management, LLC | Salt Lake City | $135.8 million | Not listed | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | Not listed | adviserinfo.sec.gov |
| Haynie Wealth Management LLC | Salt Lake City | $106.6 million | Not listed | adviserinfo.sec.gov |
| AG Financial | Salt Lake City | $103.5 million | Not listed | adviserinfo.sec.gov |
| Cherokee & Walker Management | Salt Lake City | $100.8 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Wealth Foundations Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.