# Corepath Wealth Partners LLC

> Corepath Wealth Partners LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 299951
- Filed as: COREPATH WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299951
- AdvisorCensus page: https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951

## Quick answers

**How is Corepath Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Corepath Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Corepath Wealth Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 12, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Corepath Wealth Partners LLC located?**
Corepath Wealth Partners LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Corepath Wealth Partners LLC registered with the SEC or a state?**
Corepath Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299951.

**How much does Corepath Wealth Partners LLC manage?**
Corepath Wealth Partners LLC reports $261,186,722 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Corepath Wealth Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Corepath Wealth Partners LLC: Regulatory assets under management: $206,879,482 in the October 2021 data and $261,186,722 in the October 2026 data, up 26%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Corepath Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (73).

**Which custodians does Corepath Wealth Partners LLC use?**
Corepath Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Corepath 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/299951

**What changed in Corepath Wealth Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $217,891,813 to $261,186,722 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.25% to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, reporting requirements, and the overall relationship with the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $261,186,722
- Discretionary: $261,186,722
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 157 | $57,818,530 |
| High net worth individuals | 73 | $202,237,559 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,130,633 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, NE, NV, OR, TX, WI
- 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
- Bend, OR
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- corepathwealthpartners.com
- Facebook @corepathwealth
- Instagram @corepathwealth
- LinkedIn @corepathwealthpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $206,879,482 | 14 | March 28, 2021 |
| October 2022 | $285,463,751 | 14 | August 29, 2022 |
| October 2023 | $273,990,780 | 13 | March 21, 2023 |
| October 2024 | $348,224,500 | 15 | May 8, 2024 |
| October 2025 | $217,891,813 | 9 | March 19, 2025 |
| October 2026 | $261,186,722 | 8 | February 12, 2026 |

Regulatory assets under management: $206,879,482 in the October 2021 data and $261,186,722 in the October 2026 data, up 26%.
Total employees: 14 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $217,891,813 to $261,186,722 (+20%).

### January 2026
- Added an office in Bend, OR.
- No longer lists an office in Salem, OR.
- No longer registered or notice-filed in MN, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corepath Wealth Partners LLC (CRD 299951): Form ADV filing data as of October 2026.