Nathaniel Holden
Core Wealth Partners · Meridian, Idaho
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.
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Facts
| Firm | Core Wealth Partners |
|---|---|
| Based in | Meridian, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $393.2M across 840 accounts |
| SEC registration | Investment adviser representative in ID · CRD 6639783 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.corewealthpartners.com |
How Nathaniel'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 Nathaniel
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.
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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