576 B Street
Suite 2g
Santa Rosa, California 95401
Tel: (707) 568-2400
CORE WEALTH PARTNERS LLC, formally registered with the SEC as CORE WEALTH PARTNERS LLC. The firm was established in 09/28/2022. They have over 4 offices throughout the country.
CORE WEALTH PARTNERS LLC is a Santa Rosa, California based Financial Planning firm with nearly $283,966,935 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 322365 |
SEC# | 801-126601 |
Assets Managed by Firm | $283,966,935 |
No. of Clients | 748 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 748 | $283,966,935 |
Individuals (other than high net worth individuals) | 320 | $76,842,698 |
High net worth individuals | 54 | $199,190,831 |
Pension and profit sharing plans | 6 | $7,933,406 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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