Core Wealth Partners LLC
Core Wealth Partners LLC is an SEC-registered wealth manager in Santa Rosa, CA with $393.2M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Core Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322365, SEC 801-126601, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $393.2M (2026-02-16)
- Firm type
- Wealth Manager
- Location
- Santa Rosa, CA
- Employees
- 5
- Clients
- 385
- CRD
- 322365
- Ownership
- Gloisten, Gerard, Paul; Wiatrak, Adam, Senator; Hall, Michael, John; Holden, Nathaniel, Frederic
How much AUM does Core Wealth Partners LLC have?
Core Wealth Partners LLC reported $393.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Core Wealth Partners LLC?
Disclosed owners and executives of Core Wealth Partners LLC include Gloisten, Gerard, Paul, Wiatrak, Adam, Senator, Hall, Michael, John, Holden, Nathaniel, Frederic. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.