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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Core Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Core Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Core Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Core Wealth Partners get paid?","answer":"Core Wealth Partners is paid through a percentage of assets under management. 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