COREPATH WEALTH PARTNERS LLC
CRD #299951 SEC #801-114567 SCOTTSDALE, AZ (480) 448-0334
SEC Registered
Total AUM
$217.9M
Discretionary
$217.9M
Employees
9
Clients
26
Accounts
864
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $217.9M | $217.9M | $0 | 9 | 0 |
| Nov 2025 | $217.9M | $217.9M | $0 | 9 | 0 |
| Mar 2025 | $217.9M | $217.9M | $0 | 9 | 0 |
| May 2024 | $348.2M | $318.6M | $29.6M | 15 | 0 |
| Apr 2024 | $348.2M | $318.6M | $29.6M | 15 | 0 |
| Mar 2024 | $348.2M | $318.6M | $29.6M | 15 | 0 |
| Mar 2023 | $274M | $248.4M | $25.6M | 13 | 0 |
| Aug 2022 | $285.5M | $255.6M | $29.9M | 14 | 0 |
| Apr 2022 | $285.5M | $255.6M | $29.9M | 14 | 0 |
| Mar 2022 | $285.5M | $255.6M | $29.9M | 14 | 0 |
| Jan 2022 | $206.9M | $180.3M | $26.6M | 14 | 0 |
| Jan 2022 | $206.9M | $180.3M | $26.6M | 14 | 0 |
| Mar 2021 | $206.9M | $180.3M | $26.6M | 14 | 0 |
| Dec 2020 | $154.6M | $131.8M | $22.8M | 11 | 0 |
| Sep 2020 | $154.6M | $131.8M | $22.8M | 11 | 0 |
| Jun 2020 | $154.6M | $131.8M | $22.8M | 11 | 0 |
| Mar 2020 | $154.6M | $131.8M | $22.8M | 11 | 0 |
| Oct 2019 | $110.1M | $87M | $23.2M | 9 | 0 |
| Oct 2019 | $110.1M | $87M | $23.2M | 9 | 0 |
| Aug 2019 | $110.1M | $87M | $23.2M | 9 | 0 |
| Jun 2019 | $110.1M | $87M | $23.2M | 9 | 0 |
| Apr 2019 | $0 | $0 | $0 | 10 | 0 |
| Jan 2019 | $0 | $0 | $0 | 10 | 0 |
| Jan 2019 | $0 | $0 | $0 | 10 | 0 |
| Jan 2019 | $0 | $0 | $0 | 10 | 0 |
| Dec 2018 | $0 | $0 | $0 | 10 | 0 |
DateDec 2025
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2025
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$348.2M
Discretionary$318.6M
Non-Disc.$29.6M
Employees15
Clients0
DateApr 2024
Total AUM$348.2M
Discretionary$318.6M
Non-Disc.$29.6M
Employees15
Clients0
DateMar 2024
Total AUM$348.2M
Discretionary$318.6M
Non-Disc.$29.6M
Employees15
Clients0
DateMar 2023
Total AUM$274M
Discretionary$248.4M
Non-Disc.$25.6M
Employees13
Clients0
DateAug 2022
Total AUM$285.5M
Discretionary$255.6M
Non-Disc.$29.9M
Employees14
Clients0
DateApr 2022
Total AUM$285.5M
Discretionary$255.6M
Non-Disc.$29.9M
Employees14
Clients0
DateMar 2022
Total AUM$285.5M
Discretionary$255.6M
Non-Disc.$29.9M
Employees14
Clients0
DateJan 2022
Total AUM$206.9M
Discretionary$180.3M
Non-Disc.$26.6M
Employees14
Clients0
DateJan 2022
Total AUM$206.9M
Discretionary$180.3M
Non-Disc.$26.6M
Employees14
Clients0
DateMar 2021
Total AUM$206.9M
Discretionary$180.3M
Non-Disc.$26.6M
Employees14
Clients0
DateDec 2020
Total AUM$154.6M
Discretionary$131.8M
Non-Disc.$22.8M
Employees11
Clients0
DateSep 2020
Total AUM$154.6M
Discretionary$131.8M
Non-Disc.$22.8M
Employees11
Clients0
DateJun 2020
Total AUM$154.6M
Discretionary$131.8M
Non-Disc.$22.8M
Employees11
Clients0
DateMar 2020
Total AUM$154.6M
Discretionary$131.8M
Non-Disc.$22.8M
Employees11
Clients0
DateOct 2019
Total AUM$110.1M
Discretionary$87M
Non-Disc.$23.2M
Employees9
Clients0
DateOct 2019
Total AUM$110.1M
Discretionary$87M
Non-Disc.$23.2M
Employees9
Clients0
DateAug 2019
Total AUM$110.1M
Discretionary$87M
Non-Disc.$23.2M
Employees9
Clients0
DateJun 2019
Total AUM$110.1M
Discretionary$87M
Non-Disc.$23.2M
Employees9
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0