DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Corepath Wealth Partners LLC

Independent wealth managerScottsdale, ArizonaCRD 299951SEC 801-114567websiteIAPD
Latest filing Feb 12, 2026
First filing on the tape Dec 13, 2018 · 30 filings
SEC status approved since Jan 28, 2019
RAUM
$261M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$260M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$65.3M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$261M as of Feb 12, 2026
Mar 27, 2020$155M then
HNW client RAUM$202M as of Feb 12, 2026
Mar 27, 2020$54.0M then
State-registered IARs (5.B.3)5 as of Feb 12, 2026
Mar 27, 20205 then
Employees (5.A)8 as of Feb 12, 2026
Mar 27, 202011 then
Private funds: no history
RAUM +20% over the last fiscal year-1.6% a year over threeIARs 4 to 5offices 2 to 3
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$65.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
58derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$295,460derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+20%derivedbetween the last two annual amendments
Advisor growth, one year
+25%derivedItem 5.B.3 between annual amendments
Client growth, one year
-2.5%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Custody
$118M, 167 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$202M77%
  • Individuals$57.8M22%
  • Pension and profit-sharing plans$1.1M0.4%
Individual clients
157reported
HNW clients
73reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
884reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
$118M for 167 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jacqueline Marie BattistaCertified Financial PlannerDenver, Co Jan 29, 201920 y1
Mark Alan BonnettScottsdale, AzFeb 4, 201928 y3
Alfred Cameron HuntCertified Financial Planner, Chartered Financial AnalystBend, Or May 8, 202415 y3
Tina MeyerCertified Financial PlannerScottsdale, AzAug 11, 202520 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Marie Jacqueline Battista · Chief Compliance Officer And Financial Advisorcontrol
      since 03/2024 · owns less than 5%
    • Alan Mark Bonnett · Presidentcontrol
      since 12/2018 · owns less than 5%
    • Alan Mark Bonnett · Managing Membercontrol
      since 06/2004 · owns 75% or more of Bonnett Investment Group LLC
    Entity owners
    • Corepath Holdings LLC · Managing Member
      direct · owns 75% or more
    • Bonnett Investment Group LLC · Managing Member
      indirect · owns 75% or more of Corepath Holdings LLC
    Related persons
    Schedule D 7.A
    • Corepath Insurance Services, LLC
      real estaten
    • Corepath Risk Solutions, LLC
      real estaten
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Scottsdale, Az · principal400
    Denver, Co100
    Minneapolis, Mn000
    Offices
    Schedule D 1.F, the 25 largest
    • Denver, CO2 employees
    • Minneapolis, MN2 employees
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 864 to 884
      Dec 5, 2025 to Feb 12, 2026
    • Advisory employees · 4 to 5
      Dec 5, 2025 to Feb 12, 2026
    • HNW clients · 56 to 73
      Dec 5, 2025 to Feb 12, 2026
    • Individual clients · 180 to 157
      Dec 5, 2025 to Feb 12, 2026
    • Assets in custody · $56.6M to $118M
      Dec 5, 2025 to Feb 12, 2026
    • Employees · 9 to 8
      Dec 5, 2025 to Feb 12, 2026
    • State-registered IARs · 4 to 5
      Dec 5, 2025 to Feb 12, 2026
    • Other offices · 2 to 3
      Dec 5, 2025 to Feb 12, 2026
    • Discretionary RAUM · $218M to $261M
      Dec 5, 2025 to Feb 12, 2026
    • HNW RAUM · $155M to $202M
      Dec 5, 2025 to Feb 12, 2026
    • Individual RAUM · $62.5M to $57.8M
      Dec 5, 2025 to Feb 12, 2026
    • Pension RAUM · $680,527 to $1.1M
      Dec 5, 2025 to Feb 12, 2026
    • RAUM · $218M to $261M
      Dec 5, 2025 to Feb 12, 2026
    • Accounts · 1,988 to 864
      May 8, 2024 to Mar 19, 2025
    • Advisory employees · 6 to 4
      May 8, 2024 to Mar 19, 2025
    • HNW clients · 103 to 56
      May 8, 2024 to Mar 19, 2025
    • Individual clients · 488 to 180
      May 8, 2024 to Mar 19, 2025
    • Assets in custody · $19.5M to $56.6M
      May 8, 2024 to Mar 19, 2025
    • Employees · 15 to 9
      May 8, 2024 to Mar 19, 2025
    • Financial planning clients · 101-250 to 26-50
      May 8, 2024 to Mar 19, 2025
    • State-registered IARs · 6 to 4
      May 8, 2024 to Mar 19, 2025
    • Other offices · 3 to 2
      May 8, 2024 to Mar 19, 2025
    • Discretionary RAUM · $319M to $218M
      May 8, 2024 to Mar 19, 2025
    • HNW RAUM · $221M to $155M
      May 8, 2024 to Mar 19, 2025
    • Individual RAUM · $127M to $62.5M
      May 8, 2024 to Mar 19, 2025
    • Non-discretionary RAUM · $29.6M to $0
      May 8, 2024 to Mar 19, 2025
    • Pension RAUM · unset to 680527.0
      May 8, 2024 to Mar 19, 2025
    • RAUM · $348M to $218M
      May 8, 2024 to Mar 19, 2025
    • Other offices · 2 to 3
      Apr 3, 2024 to May 8, 2024
    • Accounts · 1,633 to 1,988
      Mar 21, 2023 to Mar 8, 2024
    • Advisory employees · 5 to 6
      Mar 21, 2023 to Mar 8, 2024
    • HNW clients · 68 to 103
      Mar 21, 2023 to Mar 8, 2024
    • Individual clients · 478 to 488
      Mar 21, 2023 to Mar 8, 2024
    • Assets in custody · $23.5M to $19.5M
      Mar 21, 2023 to Mar 8, 2024
    • Employees · 13 to 15
      Mar 21, 2023 to Mar 8, 2024
    • State-registered IARs · 5 to 6
      Mar 21, 2023 to Mar 8, 2024
    • Discretionary RAUM · $248M to $319M
      Mar 21, 2023 to Mar 8, 2024
    • HNW RAUM · $157M to $221M
      Mar 21, 2023 to Mar 8, 2024
    • Individual RAUM · $117M to $127M
      Mar 21, 2023 to Mar 8, 2024
    • Non-discretionary RAUM · $25.6M to $29.6M
      Mar 21, 2023 to Mar 8, 2024
    Signals
    10 dated events
    • Corepath Wealth Partners Llc reported RAUM $217.9M, down 37% from $348.2M (2024-05-08 to 2025-03-19)
      Mar 19, 2025 · RAUM change · derived
    • Derek Richard Schultenover (Financial Advisor And Chief Compliance Officer) no longer on Schedule A of Corepath Wealth Partners Llc (listed 2024-03-08, absent 2024-04-03)
      Apr 3, 2024 · Control person left · inference
    • Marie Jacqueline Battista (Chief Compliance Officer And Financial Advisor) appeared on Schedule A of Corepath Wealth Partners Llc
      Apr 3, 2024 · Control person joined · fact
    • Max S Jelle left Corepath Wealth Partners Llc for Salus Financial Advisors (registered 2025-01-01)
      Mar 29, 2024 · Advisor changed firm · fact
    • Richard Derek Schultenover left Corepath Wealth Partners Llc for Salus Financial Advisors (registered 2026-01-01)
      Mar 29, 2024 · Advisor changed firm · fact
    • Jesse Thomas Karich left Corepath Wealth Partners Llc for Salus Financial Advisors (registered 2024-03-18)
      Mar 29, 2024 · Advisor changed firm · fact
    • Colin Arthur Shepherd left Corepath Wealth Partners Llc for Salus Financial Advisors (registered 2024-05-03)
      Mar 29, 2024 · Advisor changed firm · fact
    • Corepath Wealth Partners LLC's advisors moved to Salus Financial Advisors (Scottsdale, AZ): 3 of 6 registered, on the same day
      Mar 29, 2024 · Firm absorbed (people side) · derived
    • Derek Richard Schultenover (Financial Advisor And Chief Compliance Officer) appeared on Schedule A of Corepath Wealth Partners Llc
      Jan 7, 2019 · Control person joined · fact
    • Corepath Wealth Management Llc filed its initial SEC registration (Form ADV)
      Dec 13, 2018 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    480-448-0334reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    480-448-5841reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    720-619-0119reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/corepathwealthpartnersreportedpublic record, Form ADV, Sep 17, 2026
    Website
    CorePathWealthPartners.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (480) 448-0334reportedpublic record, Form ADV, Feb 12, 2026
    Contact form
    corepathwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    corepathwealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $65.3Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026