SCOTTSDALE, AZCRD 299951Latest ADV February 12, 2026
Corepath Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated February 12, 2026, reports $261M in regulatory assets under management, 8 employees, 3 offices, and 884 accounts.
Assets Under Management
$261M
Employees
8
Offices
3 offices
Total Clients
230
Primary office
SCOTTSDALE, AZ
7114 E. STETSON DRIVE, SUITE #205, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 68.3% of total clients.
Top client categories% of clientsClients
1
Individuals
68.3%
157
2
HNWI
31.7%
73
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of February 12, 2026
Discretionary100.0%
$261M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts884
10Y AUM Change+$261M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change-2 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.