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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CORE WEALTH PARTNERS LLC

CRD 322365

SANTA ROSA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6ce5b68-662a-99e6-dc51-0103f644ba57

Data as of Feb 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Aug 22, 2022 to Feb 16, 2026
20 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $393MItem 5.F on the latest filing (2026-02-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $389M
Private client RAUM: $388MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $78.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 840
Individual clients: 297
High net worth clients: 83
Custody, client assets: $85.9M
SEC number: 801-126601
CIK: 1965078
CRD: 322365
Filings on the tape: 20
First filed: Aug 22, 2022
Latest filed: Feb 16, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Michael John Hall	Certified Financial Planner\|Chartered Financial Consultant	Santa Rosa, CA	3	30	5	no
Nathaniel Frederic Holden	n/a	Meridian, ID	3	20	1	no
Adam Senator Wiatrak	n/a	Santa Rosa, CA	3	28	7	no
Gerard Paul Gloisten	n/a	Lyons, CO	3	31	4	no
Alfred Wayne Slayton	n/a	Marina Del Rey, CA	2	40	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Gloisten, Gerard, Paul	MANAGING MEMBER	C	yes	10/2022	Oct 11, 2022	Jun 14, 2024
Hall, Michael, John	MANAGING MEMBER	C	yes	03/2021	Aug 22, 2022	Jun 14, 2024
Holden, Nathaniel, Frederic	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	C	yes	03/2021	Aug 22, 2022	Jun 14, 2024
Wiatrak, Adam, Senator	MANAGING MEMBER	C	yes	10/2022	Oct 11, 2022	Jun 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Meridian	Id	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 16, 2026	$393M	$389M	5	5	3	n/a	n/a
2024	Mar 31, 2025	$355M	$336M	5	5	3	n/a	n/a
2023	Mar 28, 2024	$284M	$265M	4	4	2	n/a	n/a
2022	Jan 27, 2023	$224M	$221M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$393M	$355M	10.9%	$224M	20.6%	5	5	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WESTERN INTERNATIONAL SECURITIES	2	Dec 31, 2022	Oct 13, 2022	PASADENA, CA	Team lift out	Ibd to new firm	0.8%

Relationships

Registered with (5)

← Alfred Wayne SlaytonAdvisorregistration: current employment
Jun 18, 2024 to presentfactForm ADV
← Gerard Paul GloistenAdvisorregistration: current employment
Oct 13, 2022 to presentfactForm ADV
← Adam Senator WiatrakAdvisorregistration: current employment
Oct 11, 2022 to presentfactForm ADV
← Michael John HallAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV
← Nathaniel Frederic HoldenAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV

Controls (4)

← Hall, Michael, JohnOwnerMANAGING MEMBER, ownership code C, individual
Aug 22, 2022 to Jun 14, 2024factForm ADV
← Gloisten, Gerard, PaulOwnerMANAGING MEMBER, ownership code C, individual
Oct 11, 2022 to Jun 14, 2024factForm ADV
← Wiatrak, Adam, SenatorOwnerMANAGING MEMBER, ownership code C, individual
Oct 11, 2022 to Jun 14, 2024factForm ADV
← Holden, Nathaniel, FredericOwnerMANAGING MEMBER/ CHIEF COMPLIANCE OFFICER, ownership code C, individual
Aug 22, 2022 to Jun 14, 2024factForm ADV

Moved with (1)

← WESTERN INTERNATIONAL SECURITIESRegistered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Oct 13, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Team lift-out
2 advisors left Western International Securities (Pasadena, CA) for Core Wealth Partners LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Oct 11, 2022
Control person joined
Senator Adam Wiatrak (Managing Member) appeared on Schedule A of Core Wealth Partners Llc
Form ADVobserved 6 days ago
Occurred
Oct 11, 2022
Control person joined
Paul Gerard Gloisten (Managing Member) appeared on Schedule A of Core Wealth Partners Llc
Form ADVobserved 6 days ago
Occurred
Aug 22, 2022
First Form ADV filing
Core Wealth Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6ce5b68-662a-99e6-dc51-0103f644ba57
First observed: Aug 22, 2022
Last observed: Feb 16, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORE WEALTH PARTNERS LLC

CRD 322365

SANTA ROSA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6ce5b68-662a-99e6-dc51-0103f644ba57

Data as of Feb 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Michael John Hall

Certified Financial Planner|Chartered Financial Consultant

Santa Rosa, CA

Nathaniel Frederic Holden

n/a

Meridian, ID

Adam Senator Wiatrak

n/a

Santa Rosa, CA

Gerard Paul Gloisten

n/a

Lyons, CO

Alfred Wayne Slayton

n/a

Marina Del Rey, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Gloisten, Gerard, Paul

MANAGING MEMBER

yes

10/2022

Oct 11, 2022

Jun 14, 2024

Hall, Michael, John

MANAGING MEMBER

yes

03/2021

Aug 22, 2022

Jun 14, 2024

Holden, Nathaniel, Frederic

MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER

yes

03/2021

Aug 22, 2022

Jun 14, 2024

Wiatrak, Adam, Senator

MANAGING MEMBER

yes

10/2022

Oct 11, 2022

Jun 14, 2024

City

State

Country

Employees

Also broker-dealer

Meridian

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 16, 2026

$393M

$389M

n/a

2024

Mar 31, 2025

$355M

$336M

n/a

2023

Mar 28, 2024

$284M

$265M

n/a

2022

Jan 27, 2023

$224M

$221M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$393M

$355M

10.9%

$224M

20.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WESTERN INTERNATIONAL SECURITIES

Dec 31, 2022

Oct 13, 2022

PASADENA, CA

Team lift out

Ibd to new firm

0.8%