Overview
Assets Under Management: $284 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Frequently Asked Questions
CORE WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322365), CORE WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
CORE WEALTH PARTNERS LLC is headquartered in SANTA ROSA, CA.
CORE WEALTH PARTNERS LLC serves 69 high-net-worth clients according to their SEC filing dated June 14, 2024. View client details ↓
According to their SEC Form ADV, CORE WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CORE WEALTH PARTNERS LLC manages $284 million in client assets according to their SEC filing dated June 14, 2024.
According to their SEC Form ADV, CORE WEALTH PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.93
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 748
Discretionary Accounts: 740
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 322365
Last Filing Date: 2024-06-14 00:00:00
Website: https://corewealthpartners.com