CORE WEALTH PARTNERS LLC
CRD #322365 SEC #801-126601 SANTA ROSA, CA (707) 568-2400
SEC Registered
Total AUM
$354.7M
Discretionary
$335.6M
Employees
5
Clients
25
Accounts
795
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $354.7M | $335.6M | $19.1M | 5 | 0 |
| Jun 2024 | $284M | $265.4M | $18.5M | 4 | 0 |
| Mar 2024 | $284M | $265.4M | $18.5M | 4 | 0 |
| May 2023 | $224.2M | $221.1M | $3.1M | 4 | 0 |
| Feb 2023 | $224.2M | $221.1M | $3.1M | 4 | 0 |
| Jan 2023 | $224.2M | $221.1M | $3.1M | 4 | 0 |
| Jan 2023 | $224.2M | $221.1M | $3.1M | 4 | 0 |
| Jan 2023 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Sep 2022 | $0 | $0 | $0 | 4 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
| Aug 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$354.7M
Discretionary$335.6M
Non-Disc.$19.1M
Employees5
Clients0
DateJun 2024
Total AUM$284M
Discretionary$265.4M
Non-Disc.$18.5M
Employees4
Clients0
DateMar 2024
Total AUM$284M
Discretionary$265.4M
Non-Disc.$18.5M
Employees4
Clients0
DateMay 2023
Total AUM$224.2M
Discretionary$221.1M
Non-Disc.$3.1M
Employees4
Clients0
DateFeb 2023
Total AUM$224.2M
Discretionary$221.1M
Non-Disc.$3.1M
Employees4
Clients0
DateJan 2023
Total AUM$224.2M
Discretionary$221.1M
Non-Disc.$3.1M
Employees4
Clients0
DateJan 2023
Total AUM$224.2M
Discretionary$221.1M
Non-Disc.$3.1M
Employees4
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0