Essential Partners LLC
Essential Partners LLC is an SEC-registered ria in Rancho Santa Fe,, CA with $401.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Essential Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315959, SEC 801-126327, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $401.1M (2026-03-30)
- Firm type
- Ria
- Location
- Rancho Santa Fe,, CA
- Employees
- 2
- Clients
- 57
- CRD
- 315959
- Ownership
- BARTOLO, NICK, ANTHONY
How much AUM does Essential Partners LLC have?
Essential Partners LLC reported $401.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Essential Partners LLC?
Disclosed owners and executives of Essential Partners LLC include BARTOLO, NICK, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.