CRD: 322365
Core Wealth Partners LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-28-2022
- Office Locations
- 4
Office Locations
About Core Wealth Partners LLC
Core Wealth Partners is a Registered Investment Advisor in California’s San Francisco North Bay serving retail and institutional clients with advanced financial planning, tax planning and consulting, and investment management. The team emphasizes quantifying each client’s risk tolerance (“risk number”) to align portfolios with goals and downside expectations. Portfolios commonly use ETFs, mutual funds, and fixed income, with custody through Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and February 16, 2026, reported AUM increased 10.9%, from $354.7M to $393.2M.
Across 4 reported observations, AUM increased 75.4% between May 15, 2023 and February 16, 2026, from $224.2M to $393.2M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 5 advisory representatives and 385 clients, or 77 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 4 reported office locations and 3 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Gerard Paul Gloisten
Co-Founder, Investment Advisor, Managing Member, Portfolio Management
- CRD
- #2579962
- Ownership
- 25% but less than 50%
Michael John Hall
Managing Member, Principal
- CRD
- #2261130
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Alfred Wayne Slayton
--
- CRD
- #426278
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $389,347,686 | $466,285 |
| Non-Discretionary | $3,879,899 | $775,980 |
| Total | $393,227,585 | $468,128 |
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Separately Managed Accounts
SMA allocation detail is available
Core Wealth Partners LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Core Wealth Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.