RIA Intelligence

ESSENTIAL PARTNERS LLC

CRD #315959 SEC #801-126327 RANCHO SANTA FE,, CA 213-878-0074
SEC Registered
Total AUM
$325.1M
Discretionary
$325.1M
Employees
1
Clients
0
Accounts
142

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control
BARTOLO, NICK, ANTHONYIMANAGING MEMBER AND CCOE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

CA CO TX

Address

16950 VIA DE SANTA FE
SUITE 5060-175
RANCHO SANTA FE,, CA 92067
United States
Phone: 213-878-0074