Adam S. Wiatrak

CORE WEALTH PARTNERS LLC

Santa Rosa, CA 95401

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CRD#: 2968683

Professional summary

Adam Senator Wiatrak is a registered financial advisor currently at CORE WEALTH PARTNERS LLC located in Santa Rosa, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Adam has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Accident & Health, Life and Variable Insurance; Investment-Related; Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Senator Wiatrak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 11, 2022 - Present

CORE WEALTH PARTNERS LLC

Office #1: 576 B Street, Suite 2g, Santa Rosa, CA 95401

RIA

CRD#: 322365

Santa Rosa, CA

Past

January 2, 2015 - December 31, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Santa Rosa, CA

Past

February 14, 2014 - December 31, 2014

GBS FINANCIAL CORP.

RIA

CRD#: 16906

MILL VALLEY, CA

Past

December 23, 2013 - December 31, 2013

GBS FINANCIAL CORP.

RIA

CRD#: 16906

MILL VALLEY, CA

Past

December 23, 2013 - February 11, 2014

GBS FINANCIAL CORP.

CRD#: 16906

SANTA ROSA, CA

Past

December 6, 2013 - September 14, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Santa Rosa, CA

Past

July 25, 2008 - December 13, 2013

GBS FINANCIAL CORP.

RIA

CRD#: 16906

SAUSALITO, CA

Past

July 25, 2008 - December 13, 2013

GBS FINANCIAL CORP.

CRD#: 16906

SANTA ROSA, CA

Past

June 16, 2008 - July 23, 2008

LIBERTY GROUP, LLC

RIA

CRD#: 106036

LARKSPUR, CA

Past

June 13, 2008 - July 23, 2008

LIBERTY GROUP, LLC

CRD#: 106036

LARKSPUR, CA

Past

June 4, 2008 - June 10, 2008

QUEST CAPITAL STRATEGIES, INC.

RIA

CRD#: 16783

SAUSALITO, CA

Past

May 19, 2008 - June 10, 2008

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

January 15, 2004 - February 5, 2004

ATLAS SECURITIES, LLC

CRD#: 20991

SAN LEANDRO, CA

Past

September 9, 1998 - August 5, 2002

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN RAFAEL, CA

Past

November 26, 1997 - August 5, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE WEALTH PARTNERS LLC

CRD#: 322365 / SEC#: 801-126601

RIA

Registered Investment Advisory firm - (9/28/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/11/2022)

IAR

Texas
(10/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/3/2008

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2008

General Securities Representative Examination

Current Firm

CORE WEALTH PARTNERS LLC

CRD#: 322365 / SEC#: 801-126601

RIA

Registered Investment Advisory firm - (9/28/2022 Approved)

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Contact information

Main Address

576 B Street Suite 2g, Santa Rosa, CA 95401

Mailing Address

Phone number

(707) 568-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 354,703,361

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Adam S. Wiatrak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Senator Wiatrak's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTERN INTERNATIONAL SECURITIES, INC.

GBS FINANCIAL CORP.

GBS FINANCIAL CORP.

GBS FINANCIAL CORP.

WESTERN INTERNATIONAL SECURITIES, INC.

GBS FINANCIAL CORP.

GBS FINANCIAL CORP.

LIBERTY GROUP, LLC

LIBERTY GROUP, LLC

QUEST CAPITAL STRATEGIES, INC.

QUEST CAPITAL STRATEGIES, INC.

ATLAS SECURITIES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CORE WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2008

Series 65

Date: 7/23/1998

Series 63

Date: 12/11/1997

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2008

Current Firm

CORE WEALTH PARTNERS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE WEALTH PARTNERS LLC

TRUST BUT VERIFY

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