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Chief Compliance Officer and Financial Advisor · Corepath Wealth Partners LLC

Jacqueline M. Battista

CRD 5822720 · Named on Form ADV at one SEC-registered adviser

At a glance

Corepath Wealth Partners LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $261 million in regulatory assets, lists Jacqueline M. Battista on its Form ADV as Chief Compliance Officer and Financial Advisor, a control person.

Firms and roles

AtlasMembers

Jacqueline’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacqueline’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.