CORE WEALTH PARTNERS LLC of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 322365). Regulatory assets under management: $393.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| 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 | — |