COREPATH WEALTH PARTNERS LLC

SCOTTSDALE, Arizona·3 registered advisors·CRD# 299951
SEC# 801-1145673(480) 448-0334
01

Firm Overview

AUM
$348M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COREPATH WEALTH PARTNERS LLC

3 registered advisors
Jacqueline Marie Battista
SCOTTSDALE, Arizona
CFP
Mark Alan Bonnett
SCOTTSDALE, Arizona
Richard Derek Schultenover
SCOTTSDALE, Arizona
CFP
05

Office Locations

SCOTTSDALE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. COREPATH WEALTH PARTNERS LLC (CRD# 299951) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.