Overview
Assets Under Management: $218 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Frequently Asked Questions
COREPATH 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 #299951), COREPATH WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
COREPATH WEALTH PARTNERS LLC is headquartered in SCOTTSDALE, AZ.
COREPATH WEALTH PARTNERS LLC serves 56 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, COREPATH WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
COREPATH WEALTH PARTNERS LLC manages $218 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, COREPATH WEALTH PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 864
Discretionary Accounts: 864
Regulatory Filings
CRD Number: 299951
Filing ID: 2031870
Last Filing Date: 2025-12-05 14:29:07
Website: 2