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CORE WEALTH PARTNERS LLC
CRD 322365File 801-126601
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$393.2M
Below cohort median (national)
Discretionary AUM
$389.3M
Non-discretionary $3.9M
Clients
385
840 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 28, 2022
- Principal office
- 576 B STREET, SUITE 2G, SANTA ROSA, CA, 95401
- Phone
- (707) 568-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $393.2M
- Discretionary AUM
- $389.3M
- Non-discretionary AUM
- $3.9M
- Discretionary accounts
- 835
- Non-discretionary accounts
- 5
- Total accounts
- 840
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.0M |
| High net worth individuals | 83 | $318.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.6M |
| Individuals (other than high net worth individuals) | 297 | $69.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.