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ESSENTIAL PARTNERS LLC
CRD 315959File 801-126327
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1 | 2 | increased by1 |
| Apr 1, 2026 | Clients | 39 | 58 | increased by19 |
| Apr 1, 2026 | AUM | $325,080,000 | $401,110,000 | increased by$76,030,000 |
| Apr 1, 2026 | Accounts | 142 | 309 | increased by167 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 39 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $360,044,631 | $325,080,000 | decreased by$34,964,631 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 142 | increased by121 |
| Oct 1, 2022 | Clients | 19 | 21 | increased by2 |
| Oct 1, 2022 | AUM | $284,210,145 | $360,044,631 | increased by$75,834,486 |
| Oct 1, 2022 | Accounts | 19 | 21 | increased by2 |
| Sep 1, 2022 | Registration | — | APPROVED | |
| Feb 1, 2022 | AUM | $0 | $4,300,000 | increased by$4,300,000 |
| Feb 1, 2022 | Accounts | 0 | 16 | increased by16 |
| Sep 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ESSENTIAL PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ESSENTIAL PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.