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| Happy Holidays!! thanks for using AUM13F!! |
| Core Wealth Partners LLC
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| CRD # | 322365 |
| SEC # | 801-126601 |
| CIK # | 0001965078 |
| AUM | $354.7 M (2025-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 707-568-2400 |
| Address | 576 B Street Santa Rosa, CA 95401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rockwell Automation Inc | 13.8 | ||
| Apple Inc | 13.2 | ||
| Microsoft Corp | 7.5 | ||
| Amazon Com Inc | 4.6 | ||
| Nvidia Corp | 4.3 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Ametek INC/ | 3.3 | ||
| Boeing Co | 3.0 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Broadcom Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 78.3 |
| (b) Individuals (high net worth individuals) | 69 | 269.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 795 | 354.7 |
| By Discretionary | ||
| Discretionary | 786 | 335.6 |
| Non-Discretionary | 9 | 19.1 |
| Total | 795 | 354.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.7 | |
| Total | 795 | 354.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965078] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Avisen Advisors LLC
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CA | 0.4 |
|
Momentous Wealth Management Inc
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WA | 0.4 |
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Bellevue Asset Management LLC
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WA | 0.4 |
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Alpha Wealth Management and Planning LLC
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CA | 0.4 |
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Proquility Private Wealth Partners LLC
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0.4 | |
|
Hillcrest Wealth Advisors - NY LLC
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NJ | 0.4 |
|
Paskin & Berler Capital Advisors LLC
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|
0.4 | |
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.4 |
|
United Advisors America Corporation
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|
TX | 0.4 |
|
Colley Asset Management Inc
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|
NY | 0.4 |