Core Wealth Partners LLC
● SEC registered since 2022CRD 322365SEC# 801-126601Santa Rosa, CA
Reg. AUM
$393.2M
Employees
5
Accounts
840
Location
Santa Rosa, CA
Core Wealth Partners LLC assets under management
Core Wealth Partners LLC is an investment advisory firm registered with the SEC based in Santa Rosa, CA. The firm has been registered since 2022. It reports $393.2 million in regulatory assets under management and employs 5 people.
Core Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Senator Wiatrak Control | Managing Member | 25-50% | 2022 |
| Gerard Paul Gloisten Control | Managing Member | 25-50% | 2022 |
| Michael John Hall Control | Managing Member | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Core Wealth Partners LLC manage?
Core Wealth Partners LLC reports $393.2 million in regulatory assets under management on its Form ADV.
How many employees does Core Wealth Partners LLC have?
Core Wealth Partners LLC reports 5 employees.
Where is Core Wealth Partners LLC located?
Core Wealth Partners LLC is based in Santa Rosa, CA and has been SEC-registered since 2022.
Does Core Wealth Partners LLC disclose fund performance?
Core Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 576 B Street, Suite 2g, Santa Rosa, CA 95401 |
| Phone | (707) 568-2400 |
| Fax | (707) 568-2401 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1965078 |
| Discloses disciplinary history | No |
Regulatory AUM
$393.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$393.2Mregulatory AUM
Discretionary $389.3MNon-discretionary $3.9M