COREPATH WEALTH PARTNERS LLC

7114 E. Stetson Drive
Suite #205
Scottsdale, Arizona 85251
Tel: (480) 448-0334

About COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH PARTNERS LLC, formally registered with the SEC as COREPATH WEALTH PARTNERS LLC. The firm was established in 01/28/2019. They have over 4 offices throughout the country.

COREPATH WEALTH PARTNERS LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $348,224,500 assets under management, offering retirement planning & investment advisory services to 1988 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299951
SEC#	801-114567
Assets Managed by Firm	$348,224,500
No. of Clients	1988
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1988	$348,224,500
Individuals (other than high net worth individuals)	488	$127,150,433
High net worth individuals	103	$221,074,067

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