Core Wealth Partners LLC

Business address
576 B Street, Suite 2 G, 95401 Santa Rosa, CA
State of incorporation
CA
Fiscal year end
December 31
Core Wealth Partners LLC has filed 12 SEC EDGAR filings since 2/13/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 4, 2025 Sep 30, 2025 028-22951
13F-HR Open Document Open Filing Aug 11, 2025 Jun 30, 2025 028-22951
13F-HR Open Document Open Filing May 13, 2025 Mar 31, 2025 028-22951
13F-HR Open Document Open Filing Feb 12, 2025 Dec 31, 2024 028-22951
13F-HR Open Document Open Filing Nov 4, 2024 Sep 30, 2024 028-22951
13F-HR Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-22951
13F-HR Open Document Open Filing Apr 19, 2024 Mar 31, 2024 028-22951
13F-HR Open Document Open Filing Feb 8, 2024 Dec 31, 2023 028-22951
13F-HR Open Document Open Filing Nov 13, 2023 Sep 30, 2023 028-22951
13F-HR Open Document Open Filing Aug 11, 2023 Jun 30, 2023 028-22951
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-22951
13F-HR Open Document Open Filing Feb 13, 2023 Dec 31, 2022 028-22951