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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-18-2021
- Office Locations
- 2
Office Locations
About Essential Partners LLC
Essential Partners is a boutique RIA focused on business owners, combining investment management with lifetime tax mitigation and forward-looking financial forecasting. The firm supports clients preparing for and navigating liquidity events, coordinating tax, trust/estate, retirement, charitable and cash-flow planning through family-office style services. Portfolios use tax-aware strategies across global markets and asset classes, with custody at Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 23.4%, from $325.1M to $401.1M.
Across 5 reported observations, AUM increased 11.4% between September 13, 2022 and March 30, 2026, from $360.0M to $401.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 58 clients, or 29 clients per representative. That equates to $6.9M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on March 30, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Essential Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICK ANTHONY BARTOLO
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4425127
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brendan Michael White
--
- CRD
- #6971355
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $401,110,000 | $1,298,091 |
| Non-Discretionary | $0 | -- |
| Total | $401,110,000 | $1,298,091 |
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Separately Managed Accounts
SMA allocation detail is available
Essential Partners LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Essential Partners LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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