Fee-OnlyFinder

Wealth Foundations Partners, LLC

% of assets managed in Salt Lake City, UT

SEC registeredNo commissions reported

Call (888) 785-0020Send a messageMap ↗

Public-record details

Address
50 W Broadway Ste 333, Pbm 181231, Salt Lake City, UT 84101
Phone
(888) 785-0020
Listed under
% of assets managed, Retirement plan consulting
CRD number
330999
Registration
SEC registered since 2026-06-12
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$110.5 million
Accounts managed
390
Clients reported (Form ADV 5.D)
390
Individual / high-net-worth clients
366 / 22
Employees
10
Other business activities (Form ADV 6.A)
Also active as: real estate broker/agent, other financial product salesperson
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-21

SEC registered investment adviser, CRD 330999, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Salt Lake City

Abacus Investment Advisors2022 South 2100 East, #103 · Salt Lake City, UT 84108 · (801) 944-0145 · Financial planningCRD 147556 · % of assets, Hourly charges · $18.2 million AUMState registeredNo commissions reportedAg Financial2825 East Cottonwood Parkway, Suite 500 · Salt Lake City, UT 84121 · (801) 990-3470 · Flat / fixed feesCRD 140226 · % of assets, Fixed fees · $103.5 million AUMSEC registeredNo commissions reportedAlbion Financial Group812 East 2100 South · Salt Lake City, UT 84106 · (801) 487-3700 · Financial planningCRD 105957 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedAlta Capital Management LLC6440 South Wasatch Blvd, Suite 260 · Salt Lake City, UT 84121 · (801) 274-6010 · Financial planningCRD 106786 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedBurrus2455 E Parley's Way, Suite 115 · Salt Lake City, UT 84109 · (801) 532-0505 · Financial planningCRD 141435 · % of assets · $240.7 million AUMSEC registeredNo commissions reportedCannon Capital Management, INC.6768 South 1300 East · Salt Lake City, UT 84121 · (801) 566-3190 · Financial planningCRD 144247 · % of assets · $386.1 million AUMSEC registeredNo commissions reportedCherokee & Walker Management6440 South Wasatch Boulevard, Suite 200 · Salt Lake City, UT 84121 · (801) 278-7800 · % of assets managedCRD 160962 · % of assets, Performance-based fees · $100.8 million AUMSEC registeredNo commissions reportedCottonwood Asset Management LLC4505 South Wasatch Blvd, #300 · Salt Lake City, UT 84124 · (801) 520-1353 · Financial planningCRD 153036 · % of assets, Hourly charges · $15.9 million AUMState registeredNo commissions reported

All 47 in Salt Lake City →