# CORE WEALTH PARTNERS LLC

CORE WEALTH PARTNERS LLC of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 322365
- Type: SEC-registered investment adviser
- SEC file number: 801-126601
- Location: 576 B STREET, SUITE 2G, SANTA ROSA, CA, 95401
- Phone: (707) 568-2400
- Latest filing: 2026-02-16
- Regulatory AUM: $393.2M
- Discretionary AUM: $389.3M
- Non-discretionary AUM: $3.9M
- Clients: 5
- Accounts: 840

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael John Hall | MANAGING MEMBER | — |
| Nathaniel Frederic Holden | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| Gerard Paul Gloisten | MANAGING MEMBER | — |
| Adam Senator Wiatrak | MANAGING MEMBER | — |
| HALL ANDREW JOHN | MANAGING MEMBER | — |
| GLOISTEN GERARD PAUL | MANAGING MEMBER | — |
| Holden Nathaniel Frederic | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| Wiatrak Adam Senator | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322365/similar
- Related entities: https://search.stillhousedata.com/firm/322365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322365

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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.