Corepath Wealth Partners LLC
Corepath Wealth Partners LLC is an SEC-registered wealth manager in Scottsdale, AZ with $261.2M assets under management (AUM, regulatory AUM), -25% over one year. See who owns Corepath Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299951, SEC 801-114567, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $261.2M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 8
- Clients
- 230
- CRD
- 299951
- Ownership
- COREPATH HOLDINGS LLC; BONNETT, MARK, ALAN; SCHULTENOVER, RICHARD, DEREK; BATTISTA, JACQUELINE, MARIE; BONNETT INVESTMENT GROUP LLC
How much AUM does Corepath Wealth Partners LLC have?
Corepath Wealth Partners LLC reported $261.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Corepath Wealth Partners LLC?
Disclosed owners and executives of Corepath Wealth Partners LLC include COREPATH HOLDINGS LLC, BONNETT, MARK, ALAN, SCHULTENOVER, RICHARD, DEREK, BATTISTA, JACQUELINE, MARIE, BONNETT INVESTMENT GROUP LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.