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CORE WEALTH PARTNERS LLC

576 B Street
Suite 2g
Santa Rosa, California 95401
Tel: (707) 568-2400

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About CORE WEALTH PARTNERS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#322365
SEC#801-126601
Assets Managed by Firm$283,966,935
No. of Clients748
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total748$283,966,935
Individuals (other than high net worth individuals)320$76,842,698
High net worth individuals54$199,190,831
Pension and profit sharing plans6$7,933,406

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