SANTA ROSA, CACRD 322365Latest ADV February 16, 2026
Core Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Rosa, CA. Its latest Form ADV filing, dated February 16, 2026, reports $393M in regulatory assets under management, 5 employees, 3 offices, and 840 accounts.
Assets Under Management
$393M
Employees
5
Offices
3 offices
Total Clients
385
Primary office
SANTA ROSA, CA
576 B STREET, SUITE 2G, SANTA ROSA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
297
2
HNWI
21.6%
83
3
Corporations
1.3%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$393Mas of February 16, 2026
Discretionary99.0%
$389M
99% of total RAUM99.0%
Non-discretionary1.0%
$4M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$393M
Total Accounts840
10Y AUM Change+$393M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee77:1
10Y Employee Change+1 (+25.0%)
* 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.