Adam
Wiatrak

Core Wealth Partners LLC

CRD#2968683
Investment Advisor
in Santa Rosa, CA

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About this Advisor

Adam Wiatrak is a financial advisor based out of Santa Rosa, California who has 1 year of industry experience. Wiatrak is on the advisory team at Core Wealth Partners LLC. Their career trajectory has included roles at Western International Securities, Inc, Gbs Financial Corp, Legalshield and Core Wealth Partners LLC. Wiatrak has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Core Wealth Partners LLC is a firm that has its headquarters in Santa Rosa, CA. It has just four financial advisors. It oversees $224 million in assets across its 599 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 599 accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which services are provided. Fee types charged by Core Wealth Partners LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

576 B Street, Suite 2G
Santa Rosa, CA 95401

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Core Wealth Partners LLC Brokerage Details

Total Assets Under Management

$224,165,781

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

599

CA Average: 3,727
Average Account Size

$374,233

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Adam Wiatrak Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Core Wealth Partners LLC

2013 - 2022 (9 years)

Western International Securities, Inc

2012 - 2016 (4 years)

Legalshield

2008 - 2013 (5 years)

Gbs Financial Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Wiatrak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Core Wealth Partners LLC

Adam Wiatrak
Santa Rosa, CA
Michael Hall
Alameda, CA
Nathaniel Holden
Meridian, ID
Gerard Gloisten
Santa Rosa, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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