Adam Wiatrak
Adam Wiatrak is a registered investment advisor at Core Wealth Partners LLC, based in Santa Rosa, CA, with 22 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 385 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Clients will also pay fees to subadvisors, generally ranging from 0.50% to 2%. The combined fee paid to Core Wealth and the subadvisor(s) will not exceed 3% of the assets under management.
Fee Estimator
Location
576 B Street, Suite 2G, Santa Rosa, CA, 95401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an agent selling accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
Core Wealth Partners LLC
Previous Registrations
Western International Securities
Gbs Advisors
Gbs Financial CORP.Broker
Gbs Advisors
Western International Securities, INC.Broker
Gbs Advisors
Gbs Financial CORP.Broker
Liberty Group, LLC
Liberty Group, LLCBroker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Atlas Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.