RANCHO SANTA FE, CACRD 315959Latest ADV March 30, 2026
Essential Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rancho Santa Fe, CA. Its latest Form ADV filing, dated March 30, 2026, reports $401M in regulatory assets under management, 2 employees, 1 office, and 309 accounts.
Assets Under Management
$401M
Employees
2
Offices
1 office
Total Clients
58
Primary office
RANCHO SANTA FE, CA
16950 VIA DE SANTA FE, SUITE 5060-175, RANCHO SANTA FE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.6% of total clients.
Top client categories% of clientsClients
1
HNWI
96.6%
56
2
Other Advisers
1.7%
1
3
Corporations
1.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$401Mas of March 30, 2026
Discretionary100.0%
$401M
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$401M
Total Accounts309
10Y AUM Change+$401M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee29:1
10Y Employee Change+1 (+100.0%)
* 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.