Core Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, and insurance. Financial planning was provided to 11–25 clients last fiscal year.
Core Wealth Partners reports 385 clients. They include 297 individual clients, 83 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 99.0% ($389M across 835 accounts) are managed with discretion; $3.88M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 18% |
| High-net-worth individuals | 22% | 81% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Corporations and other businesses | 1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 297 | $69.4M | 17.7% | $234K |
| High-net-worth individuals | 83 | $318M | 80.9% | $3.83M |
| Pension and profit-sharing plans | Fewer than 5 | $3.56M | 0.9% | — |
| Corporations and other businesses | 5 | $2.01M | 0.5% | $402K |
| Total | 385 | $393M | 100% | — |
- Clients
- 297
- Regulatory AUM
- $69.4M
- AUM share
- 17.7%
- Avg. per client
- $234K
- Clients
- 83
- Regulatory AUM
- $318M
- AUM share
- 80.9%
- Avg. per client
- $3.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.56M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $2.01M
- AUM share
- 0.5%
- Avg. per client
- $402K
Total
- Clients
- 385
- Regulatory AUM
- $393M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Core Wealth Partners charges 0.50%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Michael Hall owns 25% to 50% of Core Wealth Partners. The leadership team of Core Wealth Partners includes Chief Compliance Officer Nathaniel Holden. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 25% to 50% of Core Wealth Partners LLC
Michael Hall
Control person · since March 2021
- Owns 25% to 50% of Core Wealth Partners LLC
Nathaniel Holden
Control person · since March 2021
- Owns 25% to 50% of Core Wealth Partners LLC
Gerard Gloisten
Control person · since October 2022
- Owns 25% to 50% of Core Wealth Partners LLC
Adam Wiatrak
Control person · since October 2022
Core Wealth Partners’ regulatory assets grew 1.8× from $224M (May 2023) to $393M (February 2026); clients rose from 336 to 385 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $393M | 385 | 5 | 4 |
| Mar 2025March 2025 | $355M | 453 | 5 | 4 |
| Jun 2024June 2024 | $284M | 380 | 4 | 4 |
| May 2023May 2023 | $224M | 336 | 4 | 2 |
Besides its headquarters, Core Wealth Partners has 3 offices (2 private residences, listed without an address), with 2 listed addresses across 2 states.
California · 1 listed address
- 576 B Street, Suite 2g, Santa RosaHQ
Idaho · 1 listed address
- 3313 W. Cherry Lane, #131, Meridian
Contact and registration details
- Legal name
- Core Wealth Partners LLC
- Headquarters
- 576 B Street, Suite 2g, Santa Rosa, CA 95401
- Website
- Not reported
- Phone
- 707-568-2400
- @core-wealth-partners
- SEC file
- 801-126601
- Founded
- 2021
- Structure
- California LLC
- Fiscal year end
- December
Core Wealth Partners’ named custodians for separately managed accounts are Charles Schwab ($355M, 90%) and Capital Client Group ($38M, 10%). Core Wealth Partners has custody of $85.9M for 65 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Santa Rosa, CA · $355M90%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $38M10%
At year end, Core Wealth Partners’ separately managed accounts were largely in stocks (43%) and funds (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $235M across 191 positions; the largest are Rockwell Automation Inc. (8.8%), Apple Inc. (7.6%) and Berkshire Hathaway Inc. Del (2.8%).
What the accounts hold
- Stocks43%
- Exchange-traded equities42%
- Non-exchange-traded equities1%
- Funds40%
- Bonds11%
- U.S. government and agency bonds8%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash7%
- Other1%
- Derivatives1%
How many clients does Core Wealth Partners have?
Core Wealth Partners has 385 clients and manages $393 million for them, as of February 2026. They include 297 individual clients, 83 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 February 2026
What services does Core Wealth Partners offer?
Core Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Core Wealth Partners charge?
Core Wealth Partners charges 0.50%–1.00% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears.
Source: DISCLOSURE DOCUMENT FOR ALL CLIENTS, filed 16 February 2026
Which custodians does Core Wealth Partners use?
Core Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Santa Rosa, CA), with $355M and Capital Client Group, Inc. (Los Angeles, CA), with $38M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 February 2026
How many financial advisors does Core Wealth Partners have?
Core Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Core Wealth Partners invest in?
At the end of its last fiscal year, Core Wealth Partners’ separately managed accounts held 42% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds, 7% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Core Wealth Partners?
Core Wealth Partners’ direct owners are Michael Hall, Nathaniel Holden, Gerard Gloisten and Adam Wiatrak, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 February 2026
How does Core Wealth Partners get paid?
Core Wealth Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Core Wealth Partners?
Core Wealth Partners’ main office is at 576 B Street, Suite 2g, Santa Rosa, CA 95401. Its phone number is 707-568-2400.