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ESSENTIAL PARTNERS LLC
CRD 315959 · SEC 801-126327
16950 VIA DE SANTA FE, SUITE 5060-175, RANCHO SANTA FE,, CA, 92067, United States
Phone
213-878-0074
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$401.1M
Discretionary AUM
$401.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $357.1M |
| Other investment advisers | 1 | $3.4M |
| Corporations/business entities | 1 | $40.6M |
States served
CA, CO, LA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD