Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$354,703,361
Total clients
448
15% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
90
Average account size
$791,749
Management Fee: 2% annually of net assets (Funds); Performance Fee: 20% of profits in excess of losses ('high water mark') for both Funds and Managed Accounts (negotiated for Managed Accounts, typically 20%)
Account minimum: $500,000 for Funds (with discretion to accept less); typically $15,000,000 for Managed Accounts (with discretion to accept less)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Core Wealth Partners LLC
576 B Street, Suite 2 G
Santa Rosa CA 95401, United States
Number of offices
4
Series 65
Meridian, ID
Core Wealth Partners LLC
CFP®, ChFC®, Series 63, Series 65
Santa Rosa, CA
Core Wealth Partners LLC
Series 63, Series 65
Lyons, CO
Core Wealth Partners LLC
Series 63, Series 65, Series 66
Santa Rosa, CA
Core Wealth Partners LLC
Series 63
Marina Del Rey, CA
Core Wealth Partners LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")