Corepath Wealth Partners LLC
● SEC registered since 2019CRD 299951SEC# 801-114567Scottsdale, AZ
Reg. AUM
$261.2M
Employees
8
Accounts
884
Location
Scottsdale, AZ
Corepath Wealth Partners LLC assets under management
Corepath Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2019. It reports $261.2 million in regulatory assets under management and employs 8 people.
Corepath Wealth Partners LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corepath Holdings LLC Control | Managing Member | Over 75% | 2018 |
| Jacqueline Marie Battista Control | Chief Compliance Officer And Financial Advisor | Under 5% | 2024 |
| Mark Alan Bonnett Control | President | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Corepath Wealth Partners LLC manage?
Corepath Wealth Partners LLC reports $261.2 million in regulatory assets under management on its Form ADV.
How many employees does Corepath Wealth Partners LLC have?
Corepath Wealth Partners LLC reports 8 employees.
Where is Corepath Wealth Partners LLC located?
Corepath Wealth Partners LLC is based in Scottsdale, AZ and has been SEC-registered since 2019.
Does Corepath Wealth Partners LLC disclose fund performance?
Corepath 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 | 7114 E. Stetson Drive, Suite #205, Scottsdale, AZ 85251 |
| Phone | (480) 448-0334 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.2M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$261.2Mregulatory AUM
Discretionary $261.2M