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

Clients

Accounts

795

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Hall, Michael, John	I	MANAGING MEMBER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	D	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Gloisten, Gerard, Paul	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Hall, Michael, John	I	MANAGING MEMBER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Holden, Nathaniel, Frederic	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control
Wiatrak, Adam, Senator	I	MANAGING MEMBER	C	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (10)

AK AZ CA CO ID LA NV OR TX WA

Address

576 B STREET
SUITE 2G
SANTA ROSA, CA 95401
United States

Phone: (707) 568-2400