CORE WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$393,227,585
Discretionary
$389,347,686
Non-discretionary
$3,879,899
Firm details
- CRD number
- 322365
- SEC file number
- 801-126601
- Main office
- SANTA ROSA, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.