Corepath Wealth Partners LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 299951
- Registered since
- January 28, 2019
- Website
- corepathwealth.com
- 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
FINTRXOverview
Corepath Wealth Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm serves individual and family clients and describes itself as a capital allocator that builds portfolios using both in-house management and third‑party managers. Its client-facing services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting activities, and educational seminars or workshops. The firm charges clients via a mix of percentage-of-AUM fees as well as hourly and fixed fees. Corepath reports an affiliation with an insurance company and does not list 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 Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
2 of 2
Jacqueline Battista
Chief Operations OfficerCRD 5822720
Mark Bonnett
Chief Executive Officer, PartnerCRD 3069882
Contacts
2 of 2
Alfred Hunt
Financial AdvisorCRD 5911290
Tina Meyer
Client Service AdvisorCRD 7373779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$152M in ETFs
100%
$152M
<1%
$609K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $49.2M | 65,739 | 32.35% |
Location
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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