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| Corepath Wealth Partners LLC
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| |
|---|---|
| CRD # | 299951 |
| SEC # | 801-114567 |
| CIK # | 0001845838 |
| AUM | $348.2 MM (2024-05-08) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 480-448-0334 |
| Address | 7114 E Stetson Drive Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 6.4 | ||
| INTC | 154,482.4 | 0.6 | |
| AAPL | 2,382,844.0 | 0.6 | |
| MSFT | 1,918,222.4 | 0.4 | |
| AMZN | 1,092,997.8 | 0.3 | |
| NVDA | 399,550.0 | 0.3 | |
| JNJ | 465,600.2 | 0.3 | |
| JPM | 340,169.2 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 127.2 |
| (b) Individuals (high net worth individuals) | 103 | 221.1 |
| (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 | 0.0 |
| (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 | 1,988 | 348.2 |
| By Discretionary | ||
| Discretionary | 1,847 | 318.6 |
| Non-Discretionary | 141 | 29.6 |
| Total | 1,988 | 348.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.2 | |
| Total | 1,988 | 348.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845838] |
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IN | 0.3 |
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