Nathaniel Frederic Holden
Managing Member/ Chief Compliance OfficerCore Wealth Partners LLCCRD 6639783
About Nathaniel Frederic Holden
Nathaniel Frederic Holden is listed as Managing Member/ Chief Compliance Officer at Core Wealth Partners LLC in Santa Rosa, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Core Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nathaniel Frederic Holden work?
Nathaniel Frederic Holden is listed as Managing Member/ Chief Compliance Officer at Core Wealth Partners LLC on SEC Form ADV.
How much of Core Wealth Partners LLC does Nathaniel Frederic Holden own?
Form ADV reports a beneficial ownership band of 25-50%.
Core Wealth Partners LLC
| Title | Managing Member/ Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |