Essential Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$357,140,000
Clients
56
Advisors
2
across 2 offices
About
Essential Partners LLC provides discretionary asset management and comprehensive financial planning and consulting to high‑net‑worth individuals alongside business entities, trusts, estates, and charitable organizations; the firm does not serve lower‑net‑worth individual accounts. Services include ongoing portfolio management across equities, fixed income, REITs and other securities, plus tailored consulting engagements and specialized cash‑management strategies for larger pools of capital.
The firm follows a bespoke investment process that emphasizes global diversification across asset classes and an economic‑environment framework (the “Core Four”), combining active and passive strategies with fundamental analysis. Portfolios are periodically rebalanced and adjusted tactically, with attention to investor behavior and tax‑mitigation opportunities.
Essential Partners is distinctive for managing a relatively large asset base with a very small advisory team—around $401 million of AUM across two advisors—resulting in a higher AUM per advisor and larger average client relationships than most supported peers. The firm also offers high‑fee, high‑touch planning engagements, claims access to specialized investments through an external network, and maintains a principal‑level affiliation with an early‑stage venture capital partnership.
Client services
Expertise
Fee options
$20,000 - $300,000 for financial planning and consulting services
All Assets+: 0.75% - 1.25%
Main office
See office16950 Via De Santa Fe, Suite 5060 175
Rancho Santa Fe CA 92067
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Florida · Louisiana · Nevada · Texas
Also doing business as
Element Partners · Element Partners, LLC · Essential Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nick B
CFA®
Rancho Santa Fe, CA
Essential Partners LLC
Nick Bartolo is a CFA® charterholder with five years of industry experience. He is currently an advisor at Essential Partners LLC and has prior experience with HKK Capital, Rational Capital, and International Value Advisers. Bartolo is also a managing member of Rational Capital, an early-stage investment business. Essential Partners LLC provides discretionary asset management and financial planning services to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a bespoke investment process focused on global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.
Brendan W
CFP®, Series 63, Series 66
Denver, CO
Essential Partners LLC
Brendan White is a CFP® with six years of industry experience, currently serving as an advisor at Essential Partners LLC in Denver, CO. His prior experience includes roles at Cerity Partners LLC, Janiczek Wealth Management LLC, and Charles Schwab & Co., Inc. Essential Partners LLC provides discretionary asset management and comprehensive financial planning to high-net-worth individuals, business entities, trusts, estates, and charitable organizations. The firm employs a bespoke investment process that emphasizes global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.
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