RIA Intel›Advisers›California›CORE WEALTH PARTNERS LLC

CORE WEALTH PARTNERS LLC

Advisory

N·SANTA ROSA, CA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM
$393M
1-Year AUM Growth
+24.9%
3-Year CAGR
+7.9%
Employees
5
Assets Under Management
Total AUM$393M
Discretionary AUM$389M
Non-Discretionary AUM$4M
Discretionary %99%
Total Clients453
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingAug 22, 2022
Latest FilingFeb 16, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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