|
⚲
|
| Corepath Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 299951 |
| SEC # | 801-114567 |
| CIK # | 0001845838 |
| AUM | $261.2 M (2026-02-12) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 480-448-0334 |
| Address | 7114 E Stetson Drive Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.3 | ||
| Intel Corp | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Micron Technology Inc | 1.0 | ||
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 57.8 |
| (b) Individuals (high net worth individuals) | 73 | 202.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 261.2 |
| By Discretionary | ||
| Discretionary | 884 | 261.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 884 | 261.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.2 | |
| Total | 884 | 261.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845838] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Financial Services LLC
✚
|
NC | 0.3 |
|
Brucke Financial Inc
✚
|
0.3 | |
|
Bradford Financial Services Corp
✚
|
0.3 | |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 0.3 |
|
Portfolio Advisors Inc
✚
|
CA | 0.3 |
|
CGI Plan Advisors Inc
✚
|
PA | 0.3 |
|
The Wealth Conservancy Inc
✚
|
CO | 0.3 |
|
Archetype Advisors LLC
✚
|
PA | 0.3 |
|
Storyone LLC
✚
|
KS | 0.3 |
|
Braeburn Wealth Management LLC
✚
|
MI | 0.3 |