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NH

Nathaniel F. Holden

CORE WEALTH PARTNERS LLC
Meridian, ID 83642
Some features on this profile are disabled
CRD#: 6639783
NH

Professional summary

Nathaniel Frederic Holden is a registered financial advisor currently at CORE WEALTH PARTNERS LLC located in Meridian, Idaho.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathaniel has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Frederic Holden'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

September 28, 2022 - Present

CORE WEALTH PARTNERS LLC

Office #1: 3313 Cherry Lane, #131, Meridian, ID 83642
RIA
CRD#: 322365
Meridian, ID
Past

May 27, 2016 - December 31, 2022

HOLDEN HALL WEALTH MANAGEMENT

RIA
CRD#: 283485
Meridian, ID

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".
CW
CORE WEALTH PARTNERS LLC
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
Idaho
(9/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2016
Uniform Investment Adviser Law Examination

Current Firm

CW
CORE WEALTH PARTNERS LLC
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
5

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts795
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.

Company Information

CORE WEALTH PARTNERS LLC

CRD#: 322365Meridian, ID 83642

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