RIA Intel›Advisers›Arizona›COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH PARTNERS LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$261M
1-Year AUM Growth
+27.1%
3-Year CAGR
+18.2%
Employees
5
Assets Under Management
Total AUM$261M
Discretionary AUM$261M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients236
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record23
First FilingDec 13, 2018
Latest FilingFeb 12, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 8+ 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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