Michael Cordell Chapman
Investment adviser representative at Wealth Foundations Partners, LLC
21 yearsExperience
6 statesRegistered in
$110.5MFirm assets
Under 1 yearFirm in business
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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
21 years in the industry.
- Wealth Foundations Partners, LLCFeb 2025 to now
- Global View Capital Advisors, LLCApr 2020 to Mar 2025
- DrivehsaMar 2020 to Apr 2023
- Retired, Not EmployedJan 2017 to Feb 2020
- Health EquityMar 2005 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, ID, SC, TX, 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
- 7238166
- Firm CRD
- 330999