Corepath Wealth Partners Llc
- Regulatory AUM
- $261M
- Discretionary
- $261M
- Clients
- 230
- Avg AUM / client
- $1.1M
- Accounts
- 884
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 157 | $57.8M | 22.1% |
| High net worth individuals | 73 | $202M | 77.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.1M | 0.43% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Alan Bonnett | President | Jun 2004 (22y) | ≈ 42.19% – 100% via Bonnett Investment Group Llc | |
| Jacqueline Marie Battista | Chief Compliance Officer And Financial Advisor | CFP | Jan 2019 (8y) | Less than 5% |
| Alfred Cameron Hunt | Registered representative | CFP CFA | May 2024 (2y) | |
| Tina Meyer | Registered representative | CFP | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corepath Holdings Llc | Managing Member | Dec 2018 | A | 75% or more |
| Bonnett Investment Group Llc | Managing Member | Dec 2018 | B | ≈ 56.25% – 100% via Corepath Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Alan Bonnett: 75% – 100% of Bonnett Investment Group Llc × 75% – 100% of Corepath Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Bonnett Investment Group Llc: 75% – 100% of Corepath Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $255M (98% of AUM) Feb 2026
- Sei Investments Distribution Co. $25.6M (9% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗