Core Wealth Management, Inc.
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 162870
- Registered since
- August 13, 2018
- Website
- www.core-wm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.81%
- Individuals16.65%
- Corporations / Businesses3.33%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Core Wealth Management, Inc. is an independent registered investment adviser that entered SEC reporting in 2018. The firm is individually owned and focuses on serving high-net-worth individuals, families and select institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements. The firm does not identify as an active ESG investor and appears to operate with a compact organizational footprint.
Assets & Accounts
Public Holdings
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 Funds97%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$317M in ETFs
2%
$4.8M
98%
$312M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $129M | 2,894,155 | 40.61% |
Location
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4600 Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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