|
⚲
|
| Wealth Foundations Partners LLC
✚
|
|
|---|---|
| CRD # | 330999 |
| SEC # | 801-136494 |
| CIK # | |
| AUM | $110.5 M (2026-06-03) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 888-785-0020 |
| Address | 50 W Broadway Ste 333 Salt Lake City, UT 84101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 68.4 |
| (b) Individuals (high net worth individuals) | 22 | 34.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 110.5 |
| By Discretionary | ||
| Discretionary | 390 | 110.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 390 | 110.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.5 | |
| Total | 390 | 110.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Farrcrest Capital LLC
✚
|
0.1 | |
|
Success Wealth Management LLC
✚
|
PA | 0.1 |
|
REH Wealth Advisors LLC
✚
|
NC | 0.1 |
|
The Turlington Group Inc
✚
|
NC | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Midway Capital Research & Management LLC
✚
|
IL | 0.1 |
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
Wolfstone Wealth LLC
✚
|
0.1 | |
|
RJJ Pasadena Securities Inc
✚
|
NV | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |