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CORE WEALTH MANAGEMENT, INC.
CRD 162870 · SEC 801-113827
4600 MILITARY TRAIL, SUITE 215, JUPITER, FL, 33458, United States
Phone
561-491-0231
Fax
561-584-6631
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.7M
Discretionary AUM
$404.7M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $67.4M |
| High net worth individuals | 131 | $323.0M |
| Charitable organizations | 4 | $842K |
| Corporations/business entities | 9 | $13.5M |
States served
GA, NE, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD