| Name | Title | Ownership | Since |
|---|---|---|---|
| Corepath Holdings LLC Control | Managing Member | Over 75% | 2018 |
| Jacqueline Marie Battista Control | Chief Compliance Officer And Financial Advisor | Under 5% | 2024 |
| Mark Alan Bonnett Control | President | Under 5% | 2018 |
Corepath Wealth Partners LLC reports $217.9 million in regulatory assets under management on its Form ADV.
Corepath Wealth Partners LLC reports 9 employees.
Corepath Wealth Partners LLC is based in Scottsdale, AZ and has been SEC-registered since 2019.
Corepath Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7114 E. Stetson Drive, Suite #205, Scottsdale, AZ 85251 |
| Phone | (480) 448-0334 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $217.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $217.9M |