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CORE WEALTH PARTNERS LLC
CORE WEALTH PARTNERS LLC
SANTA ROSA, California
·
4 registered advisors
·
CRD# 322365
SEC# 801-126601
3
(707) 568-2400
01
Firm Overview
AUM
$284M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CORE WEALTH PARTNERS LLC
4 registered advisors
Adam Senator Wiatrak
SANTA ROSA, California
CRD# 2968683
Gerard Paul Gloisten
SANTA ROSA, California
CRD# 2579962
Michael John Hall
SANTA ROSA, California
CRD# 2261130
Nathaniel Frederic Holden
SANTA ROSA, California
CRD# 6639783
05
Office Locations
SANTA ROSA, California
4 advisors
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Data sourced from SEC Form ADV filings. CORE WEALTH PARTNERS LLC (CRD# 322365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.