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RIA / WealthAdvisor28 years in industry

Adam Senator Wiatrak

Advisor at CORE WEALTH PARTNERS LLC

Santa Rosa, CA

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Search this name across graphsid dfx:ria:a97f620b-10a2-82a2-d86e-90e0cba4de54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 9, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORE WEALTH PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 11, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66|S65|S63
First exam: Dec 11, 1997
First registration: Sep 9, 1998
Dual registered: no
IAPD individual key: 2968683

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORE WEALTH PARTNERS LLC	Independent wealth	Oct 11, 2022	n/a	yes	Santa Rosa, CA	Current employment
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Jan 2, 2015	Dec 31, 2022	no	Santa Rosa, CA\|Mill Valley, CA	Previous registration
GBS ADVISORS	Former SEC adviser	Feb 14, 2014	Dec 31, 2014	no	MILL VALLEY, CA\|SANTA ROSA, CA	Previous registration
GBS ADVISORS	Former SEC adviser	Dec 23, 2013	Dec 31, 2013	no	MILL VALLEY, CA\|SANTA ROSA, CA	Previous registration
GBS ADVISORS	Former SEC adviser	Jul 25, 2008	Dec 13, 2013	no	SANTA ROSA, CA\|SANTA ROSA, CA\|SAUSALITO, CA	Previous registration
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 16, 2008	Jul 23, 2008	no	LARKSPUR, CA	Previous registration
QUEST CAPITAL STRATEGIES, INC.	Former SEC adviser	Jun 4, 2008	Jun 10, 2008	no	SAUSALITO, CA\|LAGUNA HILLS, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 9, 1998	Aug 5, 2002	no	SAN RAFAEL, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTERN INTERNATIONAL SECURITIES	CORE WEALTH PARTNERS LLC	Dec 31, 2022	Oct 11, 2022	-81	Firm change after gap	Ibd to new firm
GBS ADVISORS	WESTERN INTERNATIONAL SECURITIES	Dec 31, 2014	Jan 2, 2015	2	Firm change	Other
LIBERTY WEALTH MANAGEMENT, LLC	GBS ADVISORS	Jul 23, 2008	Jul 25, 2008	2	Firm change	Other
QUEST CAPITAL STRATEGIES, INC.	LIBERTY WEALTH MANAGEMENT, LLC	Jun 10, 2008	Jun 16, 2008	6	Firm change	Other
MORGAN STANLEY DW INC.	QUEST CAPITAL STRATEGIES, INC.	Aug 5, 2002	Jun 4, 2008	2,130	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
39262:322365:CA:2022-12-31	Dec 31, 2022	Oct 11, 2022	MILL VALLEY, CA	Firm change after gap

Relationships

Registered with (6)

→ CORE WEALTH PARTNERS LLCRegistered adviserregistration: current employment
Oct 11, 2022 to presentfactForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Jan 2, 2015 to Dec 31, 2022factForm ADV
→ GBS ADVISORSRegistered adviserregistration: previous registration
Feb 14, 2014 to Dec 31, 2014factForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2008 to Jul 23, 2008factForm ADV
→ QUEST CAPITAL STRATEGIES, INC.Registered adviserregistration: previous registration
Jun 4, 2008 to Jun 10, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 9, 1998 to Aug 5, 2002factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Adam Senator Wiatrak left Western International Securities for Core Wealth Partners Llc (registered 2022-10-11)
Form ADVobserved 4 days ago