CRD: 330999
Wealth Foundations Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-20-2024
- Office Locations
- 2
Office Locations
About Wealth Foundations Partners, LLC
Wealth Foundations Partners is a virtual RIA delivering online financial planning and portfolio management, including estate planning and insurance guidance. The firm works with individuals and entrepreneurs and builds portfolios using ETFs and mutual funds with an asset-allocation and socially responsible lens. Client meetings are conducted via Zoom, and the practice custody relationship includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joanne Catherine Chapman
Broker, Chief Compliance Officer, Managing Member, Owner
- CRD
- #7897906
- Ownership
- 50% but less than 75%
MICHAEL CORDELL CHAPMAN
Managing Member, President
- CRD
- #7238166
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JAMES THOR ATCHLEY
Associate Director
- CRD
- #7960632
WILLIAM WHITSEL BRYANT III
Managing Director
- CRD
- #3042924
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,501,385 | $283,337 |
| Non-Discretionary | $0 | -- |
| Total | $110,501,385 | $283,337 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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