# Wealth Foundations Partners, LLC

> Wealth Foundations Partners, LLC is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 330999
- Filed as: WEALTH FOUNDATIONS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330999
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-foundations-partners-llc-salt-lake-city-ut-330999

## Quick answers

**How is Wealth Foundations Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Foundations Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Wealth Foundations Partners, LLC located?**
Wealth Foundations Partners, LLC's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Wealth Foundations Partners, LLC registered with the SEC or a state?**
Wealth Foundations Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330999.

**How much does Wealth Foundations Partners, LLC manage?**
Wealth Foundations Partners, LLC reports $110,501,385 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does Wealth Foundations Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (366); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Wealth Foundations Partners, LLC use?**
Wealth Foundations Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Foundations Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330999

**Does Wealth Foundations Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 7, 2026 says: "There is no account minimum for any of WFP’s services."

**What changed in Wealth Foundations Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 10 to 9.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Account minimum: None

> There is no account minimum for any of WFP’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,501,385
- Discretionary: $110,501,385
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 366 | $68,376,291 |
| High net worth individuals | 22 | $34,063,445 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,061,649 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, ID, NC, OH, SC, TX, UT, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mywealthfoundations.com
- LinkedIn @joanne-chapman-52485641
- LinkedIn @mchapman

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 10 to 9.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Foundations Partners, LLC (CRD 330999): Form ADV filing data as of October 2026.