William Whitsel Bryant
Investment adviser representative at Wealth Foundations Partners, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$110.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wealth Foundations Partners, LLCJul 2025 to now
- UnemployedApr 2025 to Jul 2025
- OracleJan 2022 to Apr 2025
- Atlas TradingFeb 2020 to Dec 2021
- Foreside Fund Services, LLCFeb 2016 to Dec 2019
- Thomson Horstmann & Bryant, Inc.Nov 2006 to Feb 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (UT).
Wealth Foundations Partners, LLC
$110.5MAssets managed
390Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3042924
- Firm CRD
- 330999