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COREPATH WEALTH PARTNERS LLC
CRD 299951 · SEC 801-114567
7114 E. STETSON DRIVE, SUITE #205, SCOTTSDALE, AZ, 85251, United States
Phone
(480) 448-0334
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.2M
Discretionary AUM
$261.2M
Team
8 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $57.8M |
| High net worth individuals | 73 | $202.2M |
States served
AZ, CA, CO, IL, NE, NV, OR, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD