Unclaimed Profile

Adam Senator Wiatrak

CORE WEALTH PARTNERS LLC·SANTA ROSA, California

SIE, Series 7, Series 63, Series 65, Series 66Clean record27 years registeredCORE WEALTH PARTNERS LLC

576 B STREET, SANTA ROSA, CA 95401CRD# 2968683Firm CRD# 322365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Senator Wiatrak · SANTA ROSA, CA

Registration

CRD #2968683 · CORE WEALTH PARTNERS LLC · 27 years registered

Brand Profile

Not yet started

Career History

CORE WEALTH PARTNERS LLC

Oct 2022 – present

WESTERN INTERNATIONAL SECURITIES

Jan 2015 – Dec 2022

Santa Rosa, CA

GBS ADVISORS

Feb 2014 – Dec 2014

MILL VALLEY, CA

GBS ADVISORS

Dec 2013 – Dec 2013

MILL VALLEY, CA

GBS ADVISORS

Jul 2008 – Dec 2013

SAUSALITO, CA

LIBERTY GROUP, LLC

Jun 2008 – Jul 2008

LARKSPUR, CA

QUEST CAPITAL STRATEGIES, INC.

Jun 2008 – Jun 2008

SAUSALITO, CA

MORGAN STANLEY

Sep 1998 – Aug 2002

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · September 9, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORE WEALTH PARTNERS LLC

CRD 322365 · SEC 801-126601

AUM

$284M

Regulatory assets under management

Employees

748 client accounts

Services offered by CORE WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORE WEALTH PARTNERS LLC →

Introduction

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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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