Corepath Wealth Partners LLC

RIASEC Registered
Total AUM
$261M
Discretionary
$261M
100% of AUM
Avg account
$295K
Accounts
884
Employees
8
Advisory reps
3

Firm details

Headquarters
Scottsdale, Arizona
CRD number
299951
Registered since
January 28, 2019
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.43%
  • Individuals22.14%
  • Pension & Profit Sharing Plans0.43%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Corepath Wealth Partners LLC is an independent registered investment adviser that has been SEC-registered since 2019. The firm works primarily with individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its advisory services also include pension consulting support, manager selection, and educational workshops. Corepath operates as a capital allocator, directing client capital into third-party managers as well as more conventional pooled products. The firm charges clients via a mix of asset-based fees, hourly fees, and fixed fees. It lists an affiliation with an insurance company and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 7%, US Government Bonds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$139M in ETFs

Passive

100%

$138M

Active

<1%

$277K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$46.2M59,19233.31%

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7114 E Stetson Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth