WEALTH FOUNDATIONS PARTNERS, LLC

Overview

Wealth Foundations Partners, LLC is a fee-based advisory firm that manages portfolios for individual and family clients as well as some institutional relationships. The firm charges a percentage-of-AUM fee and lists portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory activities. Its business activities also include real estate brokerage and other financial product sales, and it maintains an industry affiliation with an insurance company. The firm presents itself as a capital allocator that blends pooled public-market vehicles with allocations to third-party alternative managers focused on real estate. ESG is not identified as an active investment focus, and the adviser is not positioned as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives