Essential Partners LLC
Firm details
- Headquarters
- Rancho Santa Fe, California
- CRD number
- 315959
- Registered since
- August 3, 2022
- Website
- element-partners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.04%
- Corporations / Businesses10.12%
- Other Investment Advisers0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Essential Partners LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fees include percentage-of-AUM and fixed-fee arrangements. Essential Partners reports it is not an active ESG investor, and it does not present itself as a multi-state or pension consultant adviser.
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
- Cash & Cash Equivalents31%
- US Government Bonds25%
- Public Funds/Mutual Funds23%
- Exchange Traded Equities13%
- Private Funds8%
Contacts
2 of 2
Brendan White
AssociateCRD 6971355
Nick Bartolo
Founder & Managing PartnerCRD 4425127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$65.9M in ETFs
89%
$58.9M
3%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.1M | 6,681 | 7.76% |
Location
Rancho Santa Fe, CA
San Diego
Location
Rancho Santa Fe, CA
Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 16950 Via De Santa Fe
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Tate Asset Management
RIARancho Santa Fe, CA
Bull Oak Capital, LLC
RIARancho Santa Fe, CA
Fairbanks Capital Management, Inc.
RIARancho Santa Fe, CA
American Money Management, LLC
RIARancho Santa Fe, CA
Scsc Advisors, LLC
RIARancho Santa Fe, CA
Maven Group LLC
RIARancho Santa Fe, CA