# 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.

- CRD: 322365
- Filed as: CORE WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322365
- AdvisorCensus page: https://advisorcensus.com/firm/core-wealth-partners-llc-santa-rosa-ca-322365

## Quick answers

**How 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.

**How much does Core Wealth Partners LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 16, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $393,227,585
- Discretionary: $389,347,686
- Non-discretionary: $3,879,899

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 297 | $69,429,700 |
| High net worth individuals | 83 | $318,221,066 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,564,522 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $2,012,297 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, ID, LA, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Meridian, ID

### Websites listed on Form ADV (Item 1.I)
- corewealthpartners.com
- Facebook @corewealthpartners
- LinkedIn @core-wealth-partners
- X @CoreWealthPtr

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 4 | September 26, 2022 |
| October 2023 | $224,165,781 | 4 | May 15, 2023 |
| October 2024 | $283,966,935 | 4 | June 14, 2024 |
| October 2025 | $354,703,361 | 5 | March 31, 2025 |
| October 2026 | $393,227,585 | 5 | February 16, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $354,703,361 to $393,227,585 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Wealth Partners LLC (CRD 322365): Form ADV filing data as of October 2026.