A. Firm Information CorePath Wealth Partners LLC (“CorePath” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). CorePath was organized as a Limited Liability Company (“LLC”) under the laws of the State of Arizona in December 2018. CorePath is owned by CorePath Holdings, LLC which is in turn a wholly-owned subsidiary of Bonnett Investment Group, LLC. Mark A. Bonnett (President) of CorePath is also the sole owner of Bonnett Investment Group, LLC. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by CorePath. B. Advisory Services Offered CorePath offers investment advisory services to individuals, high net worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans (each referred to as a “Client”). CorePath provides individualized services to each Client, which are determined during initial conversations and updated over the course of the relationship as needed or requested by the Client. However, all services offered fall into the Investment Management Services, also known as Asset Management Services, and Financial Planning Services. CorePath serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. CorePath’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Investment Management Services CorePath provides customized wealth management solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management, financial planning and related advisory services. CorePath works closely with each Client on an ongoing basis. CorePath works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to design and implement an investment strategy. CorePath will construct investment portfolios through the Advisor’s internal investment management and/or the use of unaffiliated investment managers or investment platforms. The Advisor may retain certain legacy investments based on portfolio fit and/or tax considerations. Internal Investment Management – CorePath works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. CorePath will then construct a portfolio, consisting of primarily of exchange-traded funds (“ETFs”), mutual funds, individual equity securities, individual and fixed income securities. The Advisor may also utilize options, private fund investments, and other types of investments, as appropriate, to meet the needs of each Client. Evaluation of legacy investments will include a review of portfolio fit, tax situation and other considerations. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. CorePath will construct, implement and monitor the portfolio on a discretionary basis with respect to the Client’s investment policy statement. At no time will CorePath accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within their designated account[s] at the Custodian, pursuant to the Client investment advisory agreement. Please see Item 12 – Brokerage Practices. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over Page 5 the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. Use of Independent Managers – CorePath in certain situations recommends that a Client utilize one or more unaffiliated investment managers or investment platforms (collectively “Independent Managers”) for all or a portion of a Client’s investment portfolio. In such instances, the Client may be required to authorize and enter into an advisory agreement with the Independent Manager[s] that defines the terms in which the Independent Manager[s] will provide investment management and related services. The Advisor may also assist in the development of the initial policy recommendations and managing the ongoing Client relationship. The Advisor will perform initial and ongoing oversight and due diligence over the selected Independent Manager[s] to ensure the Independent Managers’ strategies and target allocations remain aligned with its Clients’ investment objectives and overall best interests. The Client, prior to entering into an agreement with unaffiliated investment manager[s] or investment platform[s], will be provided with the Independent Manager's Form ADV 2A (or a brochure that makes the appropriate disclosures). Financial Planning Services Financial Planning Services are at the core of the Client relationship with CorePath and offered as stand-alone service. Financial planning is an evaluation of a Client’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans while also understanding personal values, goals and objectives. Through the

financial planning process, all questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the Client. CorePath will provide financial planning and consulting services to Clients pursuant to a written financial planning agreement. Services are offered in several areas depending on the Client’s goals, objectives and financial situation. Generally, such financial planning services will involve a written report which provides the Client with a detailed financial plan to assist the Client in achieving his or her financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, financial position, tax considerations, employee benefits, investment analysis, insurance analysis, retirement analysis, death and disability considerations, and estate planning. Financial planning engagements may be fixed-scope projects or ongoing engagements, pursuant to the terms of the financial polanning agreement. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for investment management services or to increase the level of investment assets with the Advisor, as it would increase the amount of advisory fees paid to the Advisor. Implementation of financial planning recommendations is entirely at the Client’s discretion. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor, its Advisory Persons or its affiliated entities. CorePath will work with Clients to implement recommendations and referrals to other professionals may be made where appropriate to meet the Client’s needs. Clients are under no obligation to implement CorePath’s recommendations through the Advisor. Retirement Plan Advisory Services CorePath provides retirement plan advisory services on behalf of the retirement plans (each a “Plan”) and the company (the “Plan Sponsor”). The Advisor’s retirement plan advisory services are designed to assist the Plan Sponsor in meeting its fiduciary obligations to the Plan and its Plan Participants. Due to the differences in size, complexity and overall needs of the Plan, each engagement is customized based on the requirements set forth by the Plan Sponsor. The Advisor’s services may include:
• Analysis of Retirement Platforms and Vendors
• Investment Policy Statement (“IPS”) Monitoring
• Plan Participant Education
• Performance Reporting Page 6
• Ongoing Investment Recommendation and Assistance
• ERISA 404(c) Assistance These services are provided by CorePath serving in the capacity as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) pursuant to ERISA Rule 3(21). In accordance with ERISA Section 408(b)(2), the Plan Sponsor is provided with a written description of CorePath’s fiduciary status, the specific services to be rendered and all direct and indirect compensation the Advisor reasonably expects under the engagement. iStartFirst Financial iStartFirst Financial is a web-based platform created to provide tools to assist woman with their financial needs. iStartFirst offers 52 weeks of educational content. The platform also makes available to its members a Community and Personal Connection. Through the Community, iStartFirst Financial offers both in person and virtual monthly meetups. The Personal Connection offers money and business coaching. Private Wealth Relationships are provided by CorePath. Through the Private Wealth Relationship member[s] are provided a one on one relationship to assist in the managing of your portfolio. The Private Wealth Relationship is separate from the iStartFirstFinancial offering. In order to engage in the Private Wealth Relationship a separate agreement must be executed with CorePath. Subscribers may select the use of CorePath’s digital investment tool, provided by Fidelity, please see Investment Management Platform above. Participant Account Management As part of the Advisor’s Investment Management Services, when appropriate, the Advisor will use a third-party platform, Pontera Solutions, Inc., to facilitate management of held away assets such as defined contribution plan participant accounts, with investment discretion. The platform enables the Advisor to gain access to Client account without having access through the Client’s credentials. This independent advisor access ensures that the Advisor will not have custody of Client funds or securities when implementing trades for the Client. The Advisor is not affiliated with the platform in any way and receives no compensation from the platform. A link will be provided to the Client allowing them to connect their account[s] to the platform for the Advisor’s secure access. C. Client Account Management Prior to engaging CorePath to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – CorePath, in connection with the Client, will develop an investment strategy that seeks to achieve the Client’s goals and destinations.
• Portfolio Construction – CorePath will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – CorePath will provide investment management and ongoing oversight of the Client’s investment portfolio. CorePath will review Client portfolios at least annually.
• Financial Planning – CorePath provides initial and ongoing planning services to assist Clients in meeting the financial goals. D. Wrap Fee Programs CorePath does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by CorePath. E. Assets Under Management As of December 31, 2023, CorePath manages $348,224,500 in Client assets, $318,587,402 of which are managed on a discretionary basis and $29,637,098 on a non-discretionary basis. Clients may request more current information at any time by contacting the Advisor. Page 7