Adam Senator Wiatrak
Investment adviser representative at Core Wealth Partners LLC
14 yearsExperience
2 statesRegistered in
$393.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Core Wealth Partners LLCOct 2022 to now
- Western International Securities, Inc.Nov 2013 to Sep 2022
- LegalshieldFeb 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Core Wealth Partners LLC
$393.2MAssets managed
385Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2968683
- Firm CRD
- 322365