Core Wealth Management, Inc.
Core Wealth Management, Inc. is an SEC-registered wealth manager in Jupiter, FL with $404.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Core Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162870, SEC 801-113827, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $404.7M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Jupiter, FL
- Employees
- 4
- Clients
- 291
- CRD
- 162870
- Ownership
- SCHANEL, TODD, M; GOLDSTICK, JACQUELYN, ADLER
How much AUM does Core Wealth Management, Inc. have?
Core Wealth Management, Inc. reported $404.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Core Wealth Management, Inc.?
Disclosed owners and executives of Core Wealth Management, Inc. include SCHANEL, TODD, M, GOLDSTICK, JACQUELYN, ADLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.