Core Wealth Partners LLC

RIASEC Registered
Total AUM
$393M
Discretionary
$389M
99% of AUM
Avg account
$468K
Accounts
840
Employees
5
Advisory reps
5

Firm details

Headquarters
Santa Rosa, California
CRD number
322365
Registered since
September 28, 2022
Website
www.corewealthpartners.com
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.93%
  • Individuals17.66%
  • Pension & Profit Sharing Plans0.91%
  • Corporations / Businesses0.51%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Core Wealth Partners LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm acts as a capital allocator for both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 40%, US Government Bonds 8%, Cash & Cash Equivalents 7%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds40%
  • US Government Bonds8%
  • Cash & Cash Equivalents7%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$111M in ETFs

Passive

58%

$64.2M

Active

39%

$47.3M

ETFProviderStyleCategoryValueShares% of portfolio
JANUS HENDERSON AAA CLO ETF (JAAA) Janus HendersonActiveUltrashort Bond$6.4M125,9435.70%
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Location

Primary office

Santa Rosa, CA

Sonoma

Location

Santa Rosa, CA

Headquartered in Santa Rosa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Sonoma
Address
576 B St
Time zone
PT (UTC-8)
Office locations

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