Investment adviser · CRD 322365
CORE WEALTH PARTNERS LLC
Investment adviser filing (IA)
SANTA ROSA, CA, United States · Form ADV filed Feb 16, 2026
- Regulatory AUM
- $393M Form ADV · Item 5.F
- Client accounts
- 840 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 83 | $318,221,066 | 80.9% |
| Individuals | 297 | $69,429,700 | 17.7% |
| Retirement plans | Fewer than 5 | $3,564,522 | 0.9% |
| Corporations & businesses | 5 | $2,012,297 | 0.5% |
Filing source
Form ADV 2049992 · Feb 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
576 B STREET, SUITE 2GSANTA ROSA, CA, 95401, United States
CRD 322365
Filing source
Form ADV 2049992 · Feb 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.