Wealth Foundations Partners, Llc
- Regulatory AUM
- $111M
- Discretionary
- $111M
- Clients
- 390
- Avg AUM / client
- $283K
- Accounts
- 390
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 366 | $68.4M | 61.9% |
| High net worth individuals | 22 | $34.1M | 30.8% |
| Pension and profit sharing plans | 2 | $8.1M | 7.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joanne Catherine Chapman | Registered representative | Nov 2024 (2y) | ||
| James Patrick Gregg | Registered representative | Mar 2025 (1y) | ||
| Phillip Lance Kohler | Registered representative | Mar 2025 (1y) | ||
| Samuel Priday Walker | Registered representative | Mar 2025 (1y) | ||
| Michael Cordell Chapman | Registered representative | Mar 2025 (1y) | ||
| Tyler James Fowler | Registered representative | Jul 2025 (1y) | ||
| Connor Michael Humphrey | Registered representative | Sep 2025 (1y) | ||
| James Thor Atchley | Registered representative | Oct 2025 (1y) | ||
| William Whitsel Bryant | Registered representative | CFA | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $110M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗