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ESSENTIAL PARTNERS LLC
CRD 315959File 801-126327
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$401.1M
Below cohort median (national)
Discretionary AUM
$401.1M
Clients
58
309 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 3, 2022
- Principal office
- 16950 VIA DE SANTA FE, SUITE 5060-175, RANCHO SANTA FE,, CA, 92067
- Phone
- 213-878-0074
- Website
- https://essentialp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $401.1M
- Discretionary AUM
- $401.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 309
- Non-discretionary accounts
- 0
- Total accounts
- 309
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $40.6M |
| Other investment advisers | Fewer than 5 | $3.4M |
| High net worth individuals | 56 | $357.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.