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Building 2COREPATH WEALTH PARTNERS LLC

Map pinSCOTTSDALE, AZ
Phone(480) 448-0334
NotebookSEC #801-114567
Total AUM
$261.2M
Employees
8
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7114 E. STETSON DRIVE
SUITE #205
SCOTTSDALE
AZ 85251
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(480) 448-0334
Other Offices
3

ReceiptFinancials

Total AUM
$261.2M
Accounts
884
Discretionary
$261.2M
Accounts
884
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$57.8M
HNW Individual Clients
73
AUM
$202.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILNENVORTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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