AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WB

William W. Bryant

WEALTH FOUNDATIONS PARTNERS
SALT LAKE CITY, UT 84101-2027
Some features on this profile are disabled
CRD#: 3042924
WB

Professional summary

William Whitsel Bryant III, who also goes by William W Bryant, William Bryant, is a registered financial advisor currently at WEALTH FOUNDATIONS PARTNERS, LLC located in Salt Lake City, Utah.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William W Bryant | William Bryant

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Whitsel Bryant III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2026 - Present

WEALTH FOUNDATIONS PARTNERS, LLC

Office #1: 50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101-2027
RIA
CRD#: 330999
SALT LAKE CITY, UT
Past

January 11, 2018 - February 12, 2020

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Norwalk, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(2/5/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/2018
General Securities Representative Examination

Current Firm

WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999 / SEC#:

California
Registered Investment Advisory firm - (1/13/2026 Approved)
Colorado
Registered Investment Advisory firm - (6/16/2025 Approved)
Idaho
Registered Investment Advisory firm - (10/15/2025 Approved)
North Carolina
Registered Investment Advisory firm - (7/2/2025 Approved)
Ohio
Registered Investment Advisory firm - (11/20/2024 Approved)
South Carolina
Registered Investment Advisory firm - (2/19/2026 Approved)
Texas
Registered Investment Advisory firm - (4/8/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (11/20/2024 Approved)
West Virginia
Registered Investment Advisory firm - (10/6/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101
Mailing Address
Phone number
(888) 785-0020
Established
Firm type
Fiscal year end
# of Employees
12

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts313
AUM (Assets Under Management)$ 101,426,343

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999Salt Lake City, UT 84101-2027

TRUST BUT VERIFY

Monitor William Bryant

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Kyle FukuchiAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Farmington, UT
Neal Jones Hansen
Neal HansenAdvisorCheck Check Mark
NET WORTH ADVISORY GROUP, LLC
IAR
Sandy, UT
JL
Justin LizamaAdvisorCheck Check Mark
SIMPLE FINANCIAL, LLC
IAR
West Jordan, UT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.