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CORE WEALTH PARTNERS LLC
CRD 322365 · SEC 801-126601
576 B STREET, SUITE 2G, SANTA ROSA, CA, 95401, United States
Phone
(707) 568-2400
Fax
(707) 568-2401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$393.2M
Discretionary AUM
$389.3M
Team
5 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $69.4M |
| High net worth individuals | 83 | $318.2M |
| Corporations/business entities | 5 | $2.0M |
States served
AK, AZ, CA, CO, ID, LA, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD