Core Wealth Partners LLC

Core Wealth Partners LLC (CRD# 322365) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $283,966,935 in 748 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
576 B Street, Suite 2g, Santa Rosa, CA 95401
http://www.corewealthpartners.com
By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $379,635
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, CA, CO, ID, LA, NV, OR, TX, WA

Financial Advisors at Core Wealth Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Gerard Gloisten, financial advisor Lyons CO
Gerard P. Gloisten
CRD#: 2579962
Lyons, CO

Gerard Gloisten (CRD# 2579962) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 21 years of experience in the finance industry. Gerard's focus is on Retirement plans, working with individuals and businesses. Gerard is a Branch Manager/OSJ overseeing over 30 investment representatives in 5 states.

2
Michael Hall, financial advisor Santa Rosa CA
Michael J. Hall
CRD#: 2261130
576 B. Street, Suite 2g, Santa Rosa, CA 94501

Michael Hall (CRD# 2261130) is an Investment Advisor Representative working at Core Wealth Partners LLC in Santa Rosa, CA and has over 28 years of experience in the finance industry.

3
Nathaniel Holden, financial advisor Meridian ID
Nathaniel F. Holden
CRD#: 6639783
3313 Cherry Lane, #131, Meridian, ID 83642

Nathaniel Holden (CRD# 6639783) is an Investment Advisor Representative working at Core Wealth Partners LLC in Meridian, ID and has over 8 years of experience in the finance industry.

4
Adam Wiatrak, financial advisor Santa Rosa CA
Adam S. Wiatrak
CRD#: 2968683
576 B Street, Suite 2g, Santa Rosa, CA 95401

Adam Wiatrak (CRD# 2968683) is an Investment Advisor Representative working at Core Wealth Partners LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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