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Managing Member and CCO · Essential Partners LLC

Nick A. Bartolo

CRD 4425127 · Named on Form ADV at one SEC-registered adviser

At a glance

Essential Partners LLC, an SEC-registered wealth manager based in Rancho Santa FE,, CA with $401 million in regulatory assets, lists Nick A. Bartolo on its Form ADV as Managing Member and CCO, a control person.

Firms and roles

  • Essential Partners LLCManaging Member and CCOWealth manager · Rancho Santa FE,, CA · $401M in regulatory assets

AtlasMembers

Nick’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.

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