JA
James T. Atchley
WEALTH FOUNDATIONS PARTNERS
SALT LAKE CITY, UT 84101-2027
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CRD#: 7960632
JA
Professional summary
James Thor Atchley, who also goes by James T. Atchley, James Atchley, is a registered financial advisor currently at WEALTH FOUNDATIONS PARTNERS, LLC located in Salt Lake City, Utah.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. James has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James T. Atchley | James Atchley
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.
[1] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05.01.2024 APPROX. 5 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 15 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 05.01.2024; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 5 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 06.03.2024; APPROX. 5 HRS/MONTH DURING TRADING HOURS; APPROX. 15 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view James Thor Atchley'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®
NoneExperience
Current
October 27, 2025 - Present
WEALTH FOUNDATIONS PARTNERS, LLC
Office #1: 50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101-2027RIA
CRD#: 330999
SALT LAKE CITY, UT
Past
July 22, 2024 - October 20, 2025
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
PLEASANT GROVE, UT
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(10/27/2025)
Current Firm
WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999 / SEC#:
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)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
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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
11
Regulatory assets under management
| Total Number of Accounts | 316 |
| AUM (Assets Under Management) | $ 92,107,877 |
Red Flags
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Company Information
WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999Salt Lake City, UT 84101-2027TRUST BUT VERIFY
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