# COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH PARTNERS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 299951
- Type: SEC-registered investment adviser
- SEC file number: 801-114567
- Location: 7114 E. STETSON DRIVE, SUITE #205, SCOTTSDALE, AZ, 85251
- Phone: (480) 448-0334
- Latest filing: 2026-02-12
- Regulatory AUM: $261.2M
- Discretionary AUM: $261.2M
- Clients: 8
- Accounts: 884

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Mark Alan Bonnett | MANAGING MEMBER; PRESIDENT | — |
| Jacqueline Marie Battista | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | — |
| BONNETT MARK ALAN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SCHULTENOVER RICHARD DEREK | FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| BATTISTA JACQUELINE MARIE | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299951/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299951/similar
- Related entities: https://search.stillhousedata.com/firm/299951/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299951

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.