SALT LAKE CITY, UTCRD 330999Registration Status: ApprovedEffective since June 12, 2026Latest ADV July 7, 2026
Wealth Foundations Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated July 7, 2026, reports $111M in regulatory assets under management, 11 employees, 8 offices, and 390 accounts.
Assets Under Management
$111M
Employees
11
Offices
8 offices
Total Clients
390
Primary office
SALT LAKE CITY, UT
50 W BROADWAY STE 333, PBM 181231, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.8% of total clients.
Top client categories% of clientsClients
1
Individuals
93.8%
366
2
HNWI
5.6%
22
3
Pension Plans
0.5%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of July 7, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$111M
Total Accounts390
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee35:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.