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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Corepath Wealth Partners LLC
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|---|---|
| CRD # | 299951 |
| SEC # | 801-114567 |
| CIK # | 0001845838 |
| AUM | $217.9 M (2025-03-19) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 480-448-0334 |
| Address | 7114 E Stetson Drive Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.8 | ||
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Apple Inc | 0.5 | ||
| Johnson & Johnson | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Intel Corp | 0.3 | ||
| Facebook Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 62.5 |
| (b) Individuals (high net worth individuals) | 56 | 154.8 |
| (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 | 0.7 |
| (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 | 864 | 217.9 |
| By Discretionary | ||
| Discretionary | 864 | 217.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 864 | 217.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.9 | |
| Total | 864 | 217.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845838] |
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|---|---|---|
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