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CORE WEALTH MANAGEMENT, LLC
CRD 158457
8901 COMMERCE PARK DRIVE, OKLAHOMA CITY, OK, 73132, United States
Phone
405-720-1244
Fax
405-721-7435
Registration
— (—)
Source
State registered
Total AUM
$37.6M
Discretionary AUM
$37.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $11.6M |
| High net worth individuals | 20 | $19.5M |
| Pension/profit sharing plans | 13 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD