Wealth Foundations Partners, LLC

Overview

Wealth Foundations Partners, LLC is a limited liability company operating as a non-independent, retail registered investment adviser. The firm registered with the SEC in 2026 and is owner-controlled. It describes itself as a capital allocator serving both individual and family clients as well as institutional relationships. Compensation is primarily a percentage-of-AUM fee schedule. Beyond advisory work, the firm is active as a real estate broker and engages in sales of other financial products. Advisory services listed on filings include discretionary portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not characterize itself as an active ESG investor.

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Public Holdings

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Location & Offices