Core Wealth Partners LLC
Core Wealth Partners LLC (CRD# 322365) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $283,966,935 in 748 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management284MILLION
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Total Number of Accounts748ACCOUNTS
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Average Account Value$379,635
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, CA, CO, ID, LA, NV, OR, TX, WA
Gerard Gloisten (CRD# 2579962) is an Investment Advisor Representative working at Western International Securities in Santa Rosa, CA and has over 21 years of experience in the finance industry. Gerard's focus is on Retirement plans, working with individuals and businesses. Gerard is a Branch Manager/OSJ overseeing over 30 investment representatives in 5 states.
Michael Hall (CRD# 2261130) is an Investment Advisor Representative working at Core Wealth Partners LLC in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Nathaniel Holden (CRD# 6639783) is an Investment Advisor Representative working at Core Wealth Partners LLC in Meridian, ID and has over 8 years of experience in the finance industry.
Adam Wiatrak (CRD# 2968683) is an Investment Advisor Representative working at Core Wealth Partners LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry.