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Adam Senator Wiatrak

CORE WEALTH PARTNERS LLC·SANTA ROSA, California
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576 B STREET, SANTA ROSA, CA 95401CRD# 2968683Firm CRD# 322365
01

About

Adam Senator Wiatrak is a registered financial advisor based in SANTA ROSA, California, affiliated with CORE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORE WEALTH PARTNERS LLC
CORE WEALTH PARTNERS LLC
AUM
$284M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CORE WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2968683
Firm CRD# 322365
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Senator Wiatrak offer?
Adam Senator Wiatrak specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.
What are Adam Senator Wiatrak's credentials?
Adam Senator Wiatrak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Senator Wiatrak located?
Adam Senator Wiatrak is based in SANTA ROSA, California, working with CORE WEALTH PARTNERS LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.
How does Adam Senator Wiatrak charge for services?
Adam Senator Wiatrak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORE WEALTH PARTNERS LLC?
CORE WEALTH PARTNERS LLC has approximately 4 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA ROSA
Gerard Paul Gloisten — CORE WEALTH PARTNERS LLCStephen Roy Kinkade — GBS FINANCIAL CORP.Lynn Sue Morrill — GBS FINANCIAL CORP.Timothy James Delaney — JDH WEALTH MANAGEMENT, LLCDonald Gerard Gloisten — GBS FINANCIAL CORP.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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