Fee-only adviser · Santa Rosa, CA
Core Wealth Partners LLC
Core Wealth Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Santa Rosa, California. On its latest Form ADV, filed February 16, 2026, it reports $393M in regulatory assets under management, 380 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 322365 · SEC file 801-126601 |
| Office | 576 B Street Suite 2G Santa Rosa, CA 95401 |
| Phone | (707) 568-2400 |
| Website | www.corewealthpartners.com |
| Regulatory assets under management | $393M ($389M discretionary) |
| Individual clients | 297 non-high-net-worth, 83 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Santa Rosa
- Sonoma Allocations $350M
- Madson Wealth Advisors Inc. $209M
- Clifford Financial Planning, Inc. $43M
- Ridgeview Financial Planning $110M
- Miles Brown Asset Management $73M
- Enspire Wealth Management, LLC $119M
See all 12 fee-only advisers in Santa Rosa →
Nearby
- Windsor 2 firms
- Rohnert Park 1 firm
- Sebastopol 3 firms
- Calistoga 1 firm
- Healdsburg 1 firm
- Petaluma 9 firms
- Oakville 1 firm
- St. Helena 3 firms
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