COREPATH WEALTH PARTNERS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 299951). Regulatory assets under management: $261.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |