Core Wealth Partners is an investment advisor in Santa Rosa with $224.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
862891740
SEC advisor number
801-126601
FINRA CRD number
322365
AUM ?
$224.17 mm
(as of 15 May 23)
Accounts
599
(as of 15 May 23)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hall, Michael, John | Managing Member | 03/2021 | 25-50% |
Holden, Nathaniel, Frederic | Managing Member/ Chief Compliance Officer | 03/2021 | 25-50% |
Gloisten, Gerard, Paul | Managing Member | 10/2022 | 25-50% |
Wiatrak, Adam, Senator | Managing Member | 10/2022 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23