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CORE WEALTH PARTNERS LLC

dba CORE WEALTH PARTNERS LLC · CRD 322365 · Registered Investment Adviser

CORE WEALTH PARTNERS LLC is a Registered Investment Adviser headquartered in SANTA ROSA, CA. The firm reports $393,227,585 in regulatory assets under management across 840 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$389,347,686
Non-discretionary$3,879,899
Total RAUM$393,227,585
Accounts840

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 322365. adviserinfo.sec.gov/firm/summary/322365.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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