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Nathaniel Frederic Holden

Managing Member/ Chief Compliance OfficerCore Wealth Partners LLCCRD 6639783

About Nathaniel Frederic Holden

Nathaniel Frederic Holden is listed as Managing Member/ Chief Compliance Officer at Core Wealth Partners LLC in Santa Rosa, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Core Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nathaniel Frederic Holden work?

Nathaniel Frederic Holden is listed as Managing Member/ Chief Compliance Officer at Core Wealth Partners LLC on SEC Form ADV.

How much of Core Wealth Partners LLC does Nathaniel Frederic Holden own?

Form ADV reports a beneficial ownership band of 25-50%.

Core Wealth Partners LLC

TitleManaging Member/ Chief Compliance Officer
Ownership25-50%
Control personYes
Since2021
View Core Wealth Partners LLC →