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COREPATH WEALTH PARTNERS LLC

SCOTTSDALE, AZ · CRD 299951 · IAPD ↗ · corepathwealthpartners.com · (480) 448-0334

$261.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — COREPATH WEALTH PARTNERS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — COREPATH WEALTH PARTNERS LLC reported RAUM down 37% ($348.2M -> $217.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — COREPATH WEALTH PARTNERS LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
June 2024 — COREPATH WEALTH PARTNERS LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — COREPATH WEALTH PARTNERS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — COREPATH WEALTH PARTNERS LLC reported RAUM up 27% ($274.0M -> $348.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.