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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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