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WEALTH FOUNDATIONS PARTNERS, LLC

SALT LAKE CITY, UT · CRD 330999 · IAPD ↗ · (888) 785-0020

$110.5MRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — WEALTH FOUNDATIONS PARTNERS, LLC (SALT LAKE CITY, UT) is newly SEC-registered with $110.5M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.