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
Core Wealth Partners LLC
Latest filing Feb 16, 2026
First filing on the tape Aug 22, 2022 · 20 filings
SEC status approved since Sep 28, 2022
RAUM
$393M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$388M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$78.6M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$393M as of Feb 16, 2026
Jan 27, 2023$224M then
HNW client RAUM$318M as of Feb 16, 2026
Jan 27, 2023$148M then
State-registered IARs (5.B.3)5 as of Feb 16, 2026
Jan 27, 20234 then
Employees (5.A)5 as of Feb 16, 2026
Jan 27, 20234 then
Private funds: no history
RAUM +11% over the last fiscal year+21% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Feb 16, 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
- $78.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 76derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $468,128derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -15%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $85.9M, 65 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$318M81%
- Individuals$69.4M18%
- Pension and profit-sharing plans$3.6M0.9%
- Corporations and businesses$2.0M0.5%
- Individual clients
- 297reported
- HNW clients
- 83reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 840reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $85.9M for 65 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nathaniel Frederic Holden | Meridian, Id | Sep 28, 2022 | 20 y | 1 |
| Michael John HallCertified Financial Planner, Chartered Financial Consultant | Santa Rosa, Ca | Sep 28, 2022 | 30 y | 5 |
| Adam Senator Wiatrak | Santa Rosa, Ca | Oct 11, 2022 | 28 y | 7 |
| Gerard Paul Gloisten | Lyons, Co | Oct 13, 2022 | 31 y | 4 |
| Alfred Wayne Slayton | Marina Del Rey, Ca | Jun 18, 2024 | 40 y | 1 |
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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Alfred Wayne Slayton from Western International SecuritiesJun 18, 2024 · Affiliated broker-dealer or bank to independent RIA
- Gerard Paul Gloisten from Western International SecuritiesOct 13, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Adam Senator Wiatrak from Western International SecuritiesOct 11, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Michael John Hall from Western International SecuritiesSep 28, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Nathaniel Frederic Holden from Holden Hall Wealth ManagementSep 28, 2022 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Western International SecuritiesDec 31, 2022 · Pasadena, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Gerard Gloisten · Managing Membercontrolsince 10/2022 · owns 25% to 50%
- John Michael Hall · Managing Membercontrolsince 03/2021 · owns 25% to 50%
- Frederic Nathaniel Holden · Managing Member/ Chief Compliance Officercontrolsince 03/2021 · owns 25% to 50%
- Senator Adam Wiatrak · Managing Membercontrolsince 10/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Santa Rosa, Ca · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Meridian, ID1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 795 to 840Mar 31, 2025 to Feb 16, 2026
- Charity clients · unset to 0.0Mar 31, 2025 to Feb 16, 2026
- Corporate clients · unset to 5.0Mar 31, 2025 to Feb 16, 2026
- HNW clients · 69 to 83Mar 31, 2025 to Feb 16, 2026
- Individual clients · 379 to 297Mar 31, 2025 to Feb 16, 2026
- Pension plan clients · 5.0 to unsetMar 31, 2025 to Feb 16, 2026
- Pooled vehicle clients · unset to 0.0Mar 31, 2025 to Feb 16, 2026
- State-registered IARs · 4 to 5Mar 31, 2025 to Feb 16, 2026
- Discretionary RAUM · $336M to $389MMar 31, 2025 to Feb 16, 2026
- HNW RAUM · $269M to $318MMar 31, 2025 to Feb 16, 2026
- Individual RAUM · $78.3M to $69.4MMar 31, 2025 to Feb 16, 2026
- Non-discretionary RAUM · $19.1M to $3.9MMar 31, 2025 to Feb 16, 2026
- Pension RAUM · $7.1M to $3.6MMar 31, 2025 to Feb 16, 2026
- RAUM · $355M to $393MMar 31, 2025 to Feb 16, 2026
- Accounts · 748 to 795Jun 14, 2024 to Mar 31, 2025
- Advisory employees · 4 to 5Jun 14, 2024 to Mar 31, 2025
- HNW clients · 54 to 69Jun 14, 2024 to Mar 31, 2025
- Individual clients · 320 to 379Jun 14, 2024 to Mar 31, 2025
- Pension plan clients · 6 to 5Jun 14, 2024 to Mar 31, 2025
- Assets in custody · $88.2M to $85.9MJun 14, 2024 to Mar 31, 2025
- Employees · 4 to 5Jun 14, 2024 to Mar 31, 2025
- Financial planning clients · 11-25 to 11-25Jun 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $265M to $336MJun 14, 2024 to Mar 31, 2025
- HNW RAUM · $199M to $269MJun 14, 2024 to Mar 31, 2025
- Individual RAUM · $76.8M to $78.3MJun 14, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $18.5M to $19.1MJun 14, 2024 to Mar 31, 2025
- Pension RAUM · $7.9M to $7.1MJun 14, 2024 to Mar 31, 2025
- RAUM · $284M to $355MJun 14, 2024 to Mar 31, 2025
- Other offices · 2 to 3Mar 28, 2024 to Jun 14, 2024
- Accounts · 599 to 748May 15, 2023 to Mar 28, 2024
- HNW clients · 41 to 54May 15, 2023 to Mar 28, 2024
- Individual clients · 285 to 320May 15, 2023 to Mar 28, 2024
- Pension plan clients · 10 to 6May 15, 2023 to Mar 28, 2024
- Assets in custody · $52.9M to $88.2MMay 15, 2023 to Mar 28, 2024
- Financial planning clients · 1-10 to 11-25May 15, 2023 to Mar 28, 2024
- Other offices · 1 to 2May 15, 2023 to Mar 28, 2024
- Discretionary RAUM · $221M to $265MMay 15, 2023 to Mar 28, 2024
- HNW RAUM · $148M to $199MMay 15, 2023 to Mar 28, 2024
- Individual RAUM · $64.5M to $76.8MMay 15, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $3.1M to $18.5MMay 15, 2023 to Mar 28, 2024
Signals
4 dated events
- 2 advisors left Western International Securities (Pasadena, CA) for Core Wealth Partners LLC on the same dayDec 31, 2022 · Team lift-out · derived
- Senator Adam Wiatrak (Managing Member) appeared on Schedule A of Core Wealth Partners LlcOct 11, 2022 · Control person joined · fact
- Paul Gerard Gloisten (Managing Member) appeared on Schedule A of Core Wealth Partners LlcOct 11, 2022 · Control person joined · fact
- Core Wealth Partners Llc filed its initial SEC registration (Form ADV)Aug 22, 2022 · 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 email
- info@corewealthpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 707-568-2400reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/core-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- corewealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (707) 568-2400reportedpublic record, Form ADV, Feb 16, 2026
- Team page
- corewealthpartners.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
- $78.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026