Nathaniel Frederic Holden
Investment adviser representative at Core Wealth Partners LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Core Wealth Partners LLCMar 2021 to now
- Hac Certified Public Accountants, Inc.Dec 2018 to Dec 2020
- Holden Hall LLCJan 2016 to Nov 2022
- Holden & Company LLPJun 2006 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6639783
- Firm CRD
- 322365