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Nathaniel Frederic Holden

CORE WEALTH PARTNERS LLC·SANTA ROSA, California
Series 65Clean record10 years registeredCORE WEALTH PARTNERS LLC
576 B STREET, SANTA ROSA, CA 95401CRD# 6639783Firm CRD# 322365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathaniel Frederic Holden · SANTA ROSA, CA
Registration
CRD #6639783 · CORE WEALTH PARTNERS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CORE WEALTH PARTNERS LLC
Sep 2022 – present
HOLDEN HALL WEALTH MANAGEMENT
May 2016 – Dec 2022
Meridian, ID
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 27, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORE WEALTH PARTNERS LLC
CRD 322365 · SEC 801-126601
AUM
$284M
Regulatory assets under management
Employees
4
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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05

Frequently Asked Questions

What services does Nathaniel Frederic Holden offer?
Nathaniel Frederic Holden specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.
What are Nathaniel Frederic Holden's credentials?
Nathaniel Frederic Holden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathaniel Frederic Holden located?
Nathaniel Frederic Holden 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 Nathaniel Frederic Holden charge for services?
Nathaniel Frederic Holden'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 at CORE WEALTH PARTNERS LLC

Michael John Hall
SANTA ROSA, CA
Gerard Paul Gloisten
SANTA ROSA, CA
Adam Senator Wiatrak
SANTA ROSA, CA

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