CORE WEALTH PARTNERS LLC
Firm details
- Headquarters
- SANTA ROSA, California
- CRD number
- 322365
- Registered since
- September 28, 2022
- Website
- www.corewealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.93%
- Individuals17.66%
- Pension & Profit Sharing Plans0.91%
- Corporations / Businesses0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Core Wealth Partners LLC is an independent registered investment adviser that describes itself as a capital allocator for individual, family and institutional clients. The firm is SEC-registered (2022) and organized as an LLC under individual ownership. It charges fees as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Core Wealth Partners does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds40%
- US Government Bonds8%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities1%
Contacts
3 of 5Nathaniel Holden
Co-Founder, Investment AdvisorCRD 6639783
Michael Hall
Co-founder & Financial PlannerCRD 2261130
Gerard Gloisten
Co-Founder, Investment AdvisorCRD 2579962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$93.8M in ETFs
61%
$57.3M
38%
$36.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE PLUS INCOME ETF (CGCP) | American Funds | Active | Intermediate Core Plus Bond | $6.1M | 272,691 | 6.50% |
Location
SANTA ROSA, CA
SONOMA
Location
SANTA ROSA, CA
Headquartered in SANTA ROSA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 576 B St
- Time zone
- PT (UTC-8)
- Office locations
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