James Thor Atchley
Investment adviser representative at Wealth Foundations Partners, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Wealth Foundations Partners, LLCOct 2025 to now
- Global View Capital Management, LLCJul 2024 to Oct 2025
- Global View Capital Advisors, LLCMay 2024 to Oct 2025
- Global View Capital Insurance Services, LLCMay 2024 to Oct 2025
- Go To TechnologiesNov 2020 to Apr 2024
- General Atomics AeronauticalsJun 2019 to Oct 2020
- Brigham Young University (byu)Sep 2015 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7960632
- Firm CRD
- 330999