CRD: 322365
Core Wealth Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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