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Core Wealth Management, Inc.

● SEC registered since 2018CRD 162870SEC# 801-113827Jupiter, FL
Export (members)
Reg. AUM
$345.5M
Employees
4
Accounts
939
Location
Jupiter, FL

Core Wealth Management, Inc. assets under management

Core Wealth Management, Inc. operates as an SEC-registered investment adviser based in Jupiter, FL. The firm has been registered since 2018. It reports $345.5 million in regulatory assets under management and employs 4 people.
www.core-wm.comView on SEC.gov ↗

Core Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jacquelyn Adler Goldstick ControlVice President & Shareholder25-50%2022
Todd M Schanel ControlPresident & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Core Wealth Management, Inc. manage?

Core Wealth Management, Inc. reports $345.5 million in regulatory assets under management on its Form ADV.

How many employees does Core Wealth Management, Inc. have?

Core Wealth Management, Inc. reports 4 employees.

Where is Core Wealth Management, Inc. located?

Core Wealth Management, Inc. is based in Jupiter, FL and has been SEC-registered since 2018.

Does Core Wealth Management, Inc. disclose fund performance?

Core Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4600 Military Trail, Suite 215, Jupiter, FL 33458
Phone561-491-0231
Fax561-584-6631
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$345.5M
Non-discretionary$0
Total (RAUM)$345.5M