# Nathaniel Holden

> Nathaniel Holden is a fee-only financial advisor at Core Wealth Partners in Meridian, Idaho. Core Wealth Partners reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Core Wealth Partners
- **Based in:** Meridian, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $393.2M across 840 accounts
- **CRD:** 6639783 (https://adviserinfo.sec.gov/individual/summary/6639783)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.corewealthpartners.com

## Frequently asked questions

### Is Nathaniel Holden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathaniel 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 Nathaniel charge for financial advice?

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

### Where is Nathaniel Holden based?

Nathaniel Holden is based in Meridian, Idaho.

### Is Nathaniel Holden registered with the SEC?

Yes. Nathaniel Holden is registered as an investment adviser representative in ID (CRD 6639783), 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 Nathaniel Holden?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6639783): 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.