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| Core Wealth Partners LLC
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|---|---|
| CRD # | 322365 |
| SEC # | 801-126601 |
| CIK # | 0001965078 |
| AUM | 393.2 M (2026-02-16) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 707-568-2400 |
| Address | 576 B Street Santa Rosa, CA 95401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rockwell Automation Inc | 20.7 | ||
| Apple Inc | 17.7 | ||
| Alphabet Inc | 6.2 | ||
| Microsoft Corp | 5.9 | ||
| Amazon Com Inc | 5.1 | ||
| Nvidia Corp | 4.6 | ||
| Ametek INC/ | 4.4 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Broadcom Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 69.4 |
| (b) Individuals (high net worth individuals) | 83 | 318.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 840 | 393.2 |
| By Discretionary | ||
| Discretionary | 835 | 389.3 |
| Non-Discretionary | 5 | 3.9 |
| Total | 840 | 393.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.2 | |
| Total | 840 | 393.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965078] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AJ Advisors LLC
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|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
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VA | 393.8 M |
|
Bellevue Asset Management LLC
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WA | 393.7 M |
|
ACAS LLC
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CA | 393.4 M |
|
PFW Advisors LLC
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GA | 393.2 M |
|
Causey Wealth LLC
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|
CO | 393.2 M |
|
Key Capital Management Inc
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|
TN | 393.0 M |
|
C C Dunnavan & Co Inc
✚
|
MN | 392.7 M |
|
Atlatl Advisers LLC
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|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |