COREPATH WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$261,186,722
Discretionary
$261,186,722
Non-discretionary
$0
Firm details
- CRD number
- 299951
- SEC file number
- 801-114567
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.