| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Senator Wiatrak Control | Managing Member | 25-50% | 2022 |
| Gerard Paul Gloisten Control | Managing Member | 25-50% | 2022 |
| Michael John Hall Control | Managing Member | 25-50% | 2021 |
Core Wealth Partners LLC reports $354.7 million in regulatory assets under management on its Form ADV.
Core Wealth Partners LLC reports 5 employees.
Core Wealth Partners LLC is based in Santa Rosa, CA and has been SEC-registered since 2022.
Core Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 576 B Street, Suite 2g, Santa Rosa, CA 95401 |
| Phone | (707) 568-2400 |
| Fax | (707) 568-2401 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1965078 |
| Discloses disciplinary history | No |
| Discretionary | $335.6M |
| Non-discretionary | $19.1M |
| Total (RAUM) | $354.7M |