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Managing Member/ Chief Compliance Officer · Core Wealth Partners LLC

Nathaniel F. Holden

CRD 6639783 · Named on Form ADV at one SEC-registered adviser

At a glance

Core Wealth Partners LLC, an SEC-registered wealth manager based in Santa Rosa, CA with $393 million in regulatory assets, lists Nathaniel F. Holden on its Form ADV as Managing Member/ Chief Compliance Officer, a control person.

Firms and roles

  • Core Wealth Partners LLCManaging Member/ Chief Compliance OfficerWealth manager · Santa Rosa, CA · $393M in regulatory assets

AtlasMembers

Nathaniel’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 Nathaniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.