# Core Wealth Partners LLC

Core Wealth Partners LLC is a Registered Investment Adviser based in Santa Rosa, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Santa Rosa, United States
- **Region:** North America
- **Address:** Santa Rosa, CA, United States
- **Assets under management:** $393.2M regulatory AUM (Form ADV, February 2026)

## Regulatory record

- **CRD number:** 322365
- **SEC file number:** 801-126601
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-16
- **Reports private funds:** No

## About

Core Wealth Partners LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 322365, SEC file 801-126601), with its main office in Santa Rosa, California. Its Form ADV filed on 16 February 2026 reports $393.2M in regulatory assets under management across 840 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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