CORE WEALTH PARTNERS LLC

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

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 Status	Approved
Firm CRD#	322365
SEC#	801-126601
Assets Managed by Firm	$283,966,935
No. of Clients	748
No. of Advisors	4

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 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

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