Core Wealth Consultants, LLC
RIAState Registered
Total AUM
$42.8M
Discretionary
$42.8M
100% of AUM
Avg account
$285K
Accounts
150
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 165246
- Website
- www.planassist.xyz
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.04%
- Individuals29.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Core Wealth Consultants, LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients, along with small-business portfolio management. The firm charges fees as a percentage of assets under management and reports portfolio management as its primary advisory activity. Its regulatory filings indicate it is not positioned as a multi-state adviser and does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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