Wealth Foundations Partners, LLC

CRD 330999 · Salt Lake City, UT · $110.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 330999
SEC number: 801-136494
Firm type: RIA
Assets under management: $110.5M as of Jun 3, 2026
Website: www.linkedin.com/in/joanne-chapman-52485641 ↗
Phone: (888) 785-0020
Address: 50 W Broadway Ste 333, Salt Lake City, UT, 84101

Advisors at this firm

9 in our index · page 1 of 1

James Thor AtchleyCRD 7960632 · Salt Lake City, UT

IA Registered
William Whitsel BryantCRD 3042924 · Salt Lake City, UT

IA RegisteredRegistration inactive
Michael Cordell ChapmanCRD 7238166 · Salt Lake City, UT

IA Registered
Joanne Catherine ChapmanCRD 7897906 · Salt Lake City, UT

IA Registered
Tyler James FowlerCRD 8127047 · Salt Lake City, UT

IA Registered
James Patrick GreggCRD 5947801 · Saint Clairsville, OH

IA Registered

Disclosure event(s) on record
Connor Michael HumphreyCRD 7303127 · Salt Lake City, UT

IA RegisteredRegistration inactive
Phillip Lance KohlerCRD 6191279 · Salt Lake City, UT

IA Registered
Samuel Priday WalkerCRD 8062902 · Salt Lake City, UT

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 330999 ↗ FINRA BrokerCheck record for firm CRD 330999 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.