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Corepath Wealth Partners LLC

Headquartered in SCOTTSDALE, AZ

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Firm Information

Corepath Wealth Partners LLC is an investment advisor based in Scottsdale, Arizona. The firm provides financial planning, pension consulting, and educational seminars, and selects other advisors for clients. They manage portfolios for individuals and offer investment advisory services. As of 2023, the firm has $348,224,500 in regulatory assets under management, with 1,988 total accounts. Corepath Wealth Partners LLC primarily serves high-net-worth individuals and individuals other than high-net-worth.

Corepath Wealth Partners LLC

7114 E. STETSON DRIVE

SCOTTSDALE, AZ 85251

$348.22M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

COREPATH WEALTH PARTNERS LLC has a total of 3 branch locations across the country.
location

Denver, CO

location

Salem, OR

location

SCOTTSDALE, AZ

Advisors at Corepath Wealth Partners LLC

View All 3 Advisors
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Erick Fernandez

RA

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Mark Alan Bonnett

RA

SCOTTSDALE, AZ

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Jacqueline Marie Battista

CFP®, RA

SCOTTSDALE, AZ

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Alfred Cameron Hunt

CFP®, CFA®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Corepath Wealth Partners LLC.

Frequently Asked Questions (8)

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