AdvisorCensus / Financial advisors / California / Santa Rosa / Core Wealth Partners LLC
Core Wealth Partners LLC is an SEC-registered investment advisory firm in Santa Rosa, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.
Quick answers
From the filingHow is Core Wealth Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Core Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management.
What does Core Wealth Partners LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 16, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.75% a year; Above $5,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Core Wealth Partners LLC located?
Core Wealth Partners LLC's principal office is in Santa Rosa, CA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Core Wealth Partners LLC registered with the SEC or a state?
Core Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322365.
How much does Core Wealth Partners LLC manage?
Core Wealth Partners LLC reports $393,227,585 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (99% discretionary).
How have Core Wealth Partners LLC's assets and staff changed since 2022?
In the Form ADV data for Core Wealth Partners LLC: Regulatory assets under management: $0 in the October 2022 data and $393,227,585 in the October 2026 data. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Core Wealth Partners LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (297); high net worth individuals (83); corporations or other businesses not listed above (5).
Which custodians does Core Wealth Partners LLC use?
Core Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Core Wealth Partners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322365
Does Core Wealth Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 16, 2026 says: "Generally we require that clients place a minimum of $250,000 under management with us. However, we may waive that minimum at our sole discretion."
What changed in Core Wealth Partners LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $354,703,361 to $393,227,585 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.75% |
| Above $5,000,001 | 0.5% |
The brochure's wording
Our standard fee schedule is: Assets under Management Annual Fee On the first $2 million 1.00% On values from $2,000,001 - $5,000,000 0.75% On values over $5 million 0.50%
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Generally we require that clients place a minimum of $250,000 under management with us. However, we may waive that minimum at our sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated February 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$393,227,585 as of October 2026, filing dated February 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $393,227,585 | 5 | February 16, 2026 |
| October 2025 | $354,703,361 | 5 | March 31, 2025 |
| October 2024 | $283,966,935 | 4 | June 14, 2024 |
| October 2023 | $224,165,781 | 4 | May 15, 2023 |
| October 2022 | $0 | 4 | September 26, 2022 |
Regulatory assets under management: $0 in the October 2022 data and $393,227,585 in the October 2026 data.
Total employees: 4 in October 2022 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $354,703,361 to $393,227,585 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Core Wealth Partners LLC (CRD 322365): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/core-wealth-partners-llc-santa-rosa-ca-322365