$261.2M Total AUM
$261.2M Disc. AUM
-1.7% 3Y CAGR
8 Employees
230 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal vertexPrime radial +more
- Established Date
- 01-28-2019
- Office Locations
- 4
Office Locations
4600 South Syracuse Street Suite 900 Denver CO
501 SW Hill Street Bend OR
7114 E. Stetson Drive Suite #205 Scottsdale AZ
About Corepath Wealth Partners LLC
CorePath Wealth Partners is a Scottsdale-based RIA providing commission-free, fiduciary wealth management and planning for individuals and many practice/business owners. Portfolios are built around strategic asset allocation and an evidence-based philosophy, with access to select non-public opportunities. The firm also delivers risk consulting and coordinates tax/accounting through affiliate JLAC, Inc.; custody includes Fidelity/NFS.
Team overview
42 AVG AGE
$52.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.8 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Element
Asset Classes
Foundation atlas Ember Ridge foundation Fusion vital Meridian wave Harbor
Client Personas
Matrix Oak
Custodian
Beacon Ember Horizon north Insight
Investment Themes
Quantum Timber focus
Investment Vehicles
Unison bridge
Platform
Atlas Glacier
Services
Optima pathway Zenith ridge Vertex Unison Summit Bridge vector Fusion timber Vital Ember atlas Focus meridian Frontier
Technology
Zenith optima Capital Momentum
Owner & Executives
JACQUELINE MARIE BATTISTA
Chief Compliance Officer, Financial Advisor, Partner
- CRD
- #5822720
- Ownership
- Less than 5%
(917) 279-2937
fusion.vector@signalcapital.com
in linkedin.com/in/radial-eagle
M
MARK ALAN BONNETT
President, Wealth Advisor
- CRD
- #3069882
- Ownership
- Less than 5%
(767) 692-9774
eagle.north@capitalcapital.com
in linkedin.com/in/meridian-vertex
Showing 2 of 2 owners & executives
Unlock allContacts
E
ERICK FERNANDEZ
--
- CRD
- #7323162
(219) 797-2779
eagle.legacy@frontiercapital.com
in linkedin.com/in/pioneer-beacon
A
Alfred Cameron Hunt
--
- CRD
- #5911290
(381) 311-3536
radial.vertex@oakcapital.com
in linkedin.com/in/summit-peak
W
Wave prime
Harbor delta
- CRD
- #89314
(263) 840-6495
value.capital@crestcapital.com
in linkedin.com/in/zenith-foundation
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,186,722 | $295,460 |
| Non-Discretionary | $0 | -- |
| Total | $261,186,722 | $295,460 |
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Separately Managed Accounts
Total SMA Asset: $261,186,722
Equity - Exchange:
14.4% Public Funds:
35.7% Cash:
15.0% U.S. Government/Agency:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $742,932,477 | 14.4% |
| Public Funds | $1,841,853,433 | 35.7% |
| Cash | $773,887,997 | 15.0% |
| U.S. Government/Agency | $1,800,579,407 | 34.9% |
| Total | $5,159,253,314 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FOUNDATION | MOMENTUM GLACIER | OBPGJVQP1 | GXHDV | 1.06% | $117,150,683 |
| PEAK HARBOR | MERIDIAN PEAK | 4W52B0CR9 | GGFLX | 3.14% | $105,236,189 |
| NORTH LEGACY | ALPHA BEACON | E8QVJ3G41 | JXF | 4.57% | $18,394,008 |
| OPTIMA LEGACY DELTA | PATHWAY VERTEX | ONLCB3WYF | YFGU | 8.86% | $112,104,247 |
| WAVE RADIAL | FUSION UNISON | Z3100FZ0Q | JJQ | 10.92% | $51,401,342 |
| OPTIMA TIMBER | ELEMENT FOCUS | XRRMAAEGG | VLVAQ | 6.97% | $54,497,251 |
| TIMBER MERIDIAN BEACON | FOCUS WAVE | 0C9Y5NQ2A | KBE | 11.36% | $28,995,549 |
| LEGACY OAK NORTH | CREST ATLAS | WLOLVCXXY | USLVP | 6.59% | $17,058,391 |