Adam Wiatrak
Core Wealth Partners · Santa Rosa, California
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.
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Facts
| Firm | Core Wealth Partners |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $393.2M across 840 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2968683 |
| Exams passed | Series 63 (1997) · Series 65 (1998) · Series 66 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.corewealthpartners.com |
How Adam's firm compares
- Core Wealth Partners's average account is about $468,000, from its Form ADV (assets managed divided by 840 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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