Core Wealth Partners Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 322365
· SEC file 801-126601
· Santa Rosa, CA
· www.facebook.com
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ADV data as of Feb 16, 2026
- Regulatory AUM
- $393M
- Discretionary
- $389M
- Clients
- 385
- Avg AUM / client
- $1.0M
- Accounts
- 840
- Employees
- 5
AUM over time
$0
$393M
Aug 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 297 | $69.4M | 17.7% |
| High net worth individuals | 83 | $318M | 80.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.6M | 0.91% |
| Corporations and other businesses | 5 | $2.0M | 0.51% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael John Hall | Managing Member | CFP Chartered Financial Consultant | Mar 2021 (5y) | 25% – 50% |
| Nathaniel Frederic Holden | Managing Member/ Chief Compliance Officer | Mar 2021 (5y) | 25% – 50% | |
| Adam Senator Wiatrak | Managing Member | Oct 2022 (4y) | 25% – 50% | |
| Gerard Paul Gloisten | Managing Member | Oct 2022 (4y) | 25% – 50% | |
| Alfred Wayne Slayton | Registered representative | Jun 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $355M (90% of AUM) Feb 2026
- Capital Group $38.0M (10% of AUM) Feb 2026
- American Funds Distributors, Inc. $30.2M (11% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2026.
View current Form ADV (SEC/IAPD) ↗