Corepath Wealth Partners LLC

Corepath Wealth Partners LLC (CRD# 299951) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $348,224,500 in 1,988 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ 85251
https://www.linkedin.com/company/corepathwealthpartners/
By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    1,988
    ACCOUNTS
  • Average Account Value
    $175,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MN, NE, NV, OR, PA, TX, WI

Financial Advisors at Corepath Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jacqueline Battista, financial advisor Scottsdale AZ
Jacqueline M. Battista
CRD#: 5822720
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ 85251

Jacqueline Battista (CRD# 5822720) is an Investment Advisor Representative working at Corepath Wealth Partners LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

2
Mark Bonnett, financial advisor Scottsdale AZ
Mark A. Bonnett
CRD#: 3069882
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ 85251

Mark Bonnett (CRD# 3069882) is an Investment Advisor Representative working at Corepath Wealth Partners LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.

3
Alfred Hunt, financial advisor Scottsdale AZ
Alfred C. Hunt
CRD#: 5911290
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ 85251

Alfred Hunt (CRD# 5911290) is an Investment Advisor Representative working at Corepath Wealth Partners LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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