# Adam Wiatrak

> Adam Wiatrak is a fee-only financial advisor at Core Wealth Partners in Santa Rosa, California. Core Wealth Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-wiatrak/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Core Wealth Partners
- **Based in:** Santa Rosa, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $393.2M across 840 accounts
- **CRD:** 2968683 (https://adviserinfo.sec.gov/individual/summary/2968683)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1997), Series 65 (1998), Series 66 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.corewealthpartners.com

## Frequently asked questions

### Is Adam Wiatrak a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Core Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Core Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Adam Wiatrak based?

Adam Wiatrak is based in Santa Rosa, California.

### Is Adam Wiatrak registered with the SEC?

Yes. Adam Wiatrak is registered as an investment adviser representative in CA and TX (CRD 2968683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Core Wealth Partners manage?

Core Wealth Partners reports $393.2M across 840 accounts in assets under management.

### How do I contact Adam Wiatrak?

Through Adam's website, www.corewealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2968683): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.