Corepath Wealth Partners LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 299951
- Registered since
- January 28, 2019
- Website
- corepathwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.43%
- Individuals22.14%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Corepath Wealth Partners LLC is an independent registered investment adviser that has been SEC-registered since 2019. The firm works primarily with individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its advisory services also include pension consulting support, manager selection, and educational workshops. Corepath operates as a capital allocator, directing client capital into third-party managers as well as more conventional pooled products. The firm charges clients via a mix of asset-based fees, hourly fees, and fixed fees. It lists an affiliation with an insurance company and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$139M in ETFs
100%
$138M
<1%
$277K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $46.2M | 59,192 | 33.31% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 7114 E Stetson Dr
- Time zone
- MT (UTC-7)
- Office locations
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