Nick A. Bartolo

ESSENTIAL PARTNERS LLC

RANCHO SANTA FE,, CA 92067

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CRD#: 4425127

Professional summary

Nick Anthony Bartolo is a registered financial advisor currently at ESSENTIAL PARTNERS LLC located in Rancho Santa Fe,, California.

Nick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nick has worked at 1 firm .

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.

Rational Capital, LLC; Investment Related; 27 W ANAPAMU STREET, SUITE 177, SANTA BARBARA CA 93101; Business entity used for early stage investments; Managing Member; 03/2020; 5 hours per month;0 during trading hours;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Anthony Bartolo'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

August 18, 2021 - Present

ESSENTIAL PARTNERS LLC

Office #1: 16950 Via De Santa Fe Suite 5060-175, Rancho Santa Fe,, CA 92067

RIA

CRD#: 315959

RANCHO SANTA FE,, CA

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".

ESSENTIAL PARTNERS LLC

ELEMENT PARTNERS | ESSENTIAL PARTNERS LLC | ELEMENT PARTNERS, LLC

CRD#: 315959 / SEC#: 801-126327

RIA

Registered Investment Advisory firm - (8/3/2022 Approved)

California

Registered Investment Advisory firm - (10/13/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/9/2021)

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

Current Firm

ESSENTIAL PARTNERS LLC

ELEMENT PARTNERS | ESSENTIAL PARTNERS LLC | ELEMENT PARTNERS, LLC

CRD#: 315959 / SEC#: 801-126327

RIA

Registered Investment Advisory firm - (8/3/2022 Approved)

California

Registered Investment Advisory firm - (10/13/2022 Terminated)

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Contact information

Main Address

16950 Via De Santa Fe Suite 5060-175, Rancho Santa Fe,, CA 92067

Mailing Address

Phone number

(213) 878-0074

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ESSENTIAL PARTNERS FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	142
AUM (Assets Under Management)	$ 325,080,000

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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Nick A. Bartolo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Anthony Bartolo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESSENTIAL PARTNERS LLC

Primary Firm SEC Registration

ESSENTIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

ESSENTIAL PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ESSENTIAL PARTNERS LLC

TRUST BUT VERIFY

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