← Tributary

ESSENTIAL PARTNERS LLC

RANCHO SANTA FE,, CA · CRD 315959 · IAPD ↗ · essentialp.com · 213-878-0074

$401.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — ESSENTIAL PARTNERS LLC notice-filed in FL, LA, NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ESSENTIAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — ESSENTIAL PARTNERS LLC moved its main office from PACIFIC PALISADES, CA to RANCHO SANTA FE,, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
April 2025 — ESSENTIAL PARTNERS LLC reported RAUM up 45% ($224.7M -> $325.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — ESSENTIAL PARTNERS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ESSENTIAL PARTNERS LLC reported RAUM down 45% ($408.4M -> $224.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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