SourcingSourcing

COREPATH WEALTH PARTNERS LLC

C28
CRD 299951·SEC 801-114567·SCOTTSDALE, AZ
AUM
$261.2M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$784K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COREPATH WEALTH PARTNERS LLC
CRD
299951
SEC file #
801-114567
EIN
832754704
DBA names
—

Economics

AUM
$261.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.1M → $261.2M▲ +137%
Client mix
Individuals Other157
Individuals High Net Worth73

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
corepathwealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COREPATH HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
COREPATH HOLDINGS LLC
BATTISTA, JACQUELINE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COREPATHWEALTHPARTNERS.COM
Rdap Domain Creation Date
2018-11-28T18:11:31Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001845838
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001951757-26-000581

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
7114 E. STETSON DRIVE, SUITE 205SCOTTSDALE, AZ 85251
Business
7114 E. STETSON DRIVE, SUITE 205SCOTTSDALE, AZ 85251
Edgar EIN
832754704
Edgar Recent Filings
13F-HR2026-04-10 · 0001951757-26-000581
13F-HR2026-01-15 · 0001951757-26-000152
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-28T18:11:31Z
Rdap Domain Last Changed
2025-11-29T13:01:54Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
BONNETT, MARK, ALAN
IAR · Executive Officer · 2.5%
3069882
BATTISTA, JACQUELINE, MARIE
IAR · Executive Officer · 2.5%
5822720
Alfred Cameron Hunt
IAR
5911290
Tina Meyer
IAR
7373779
ERICK FERNANDEZ
IAR
7323162