Core Wealth Management, Inc.

Overview

Core Wealth Management, Inc. is an independent, corporation-structured registered investment adviser that entered SEC registration in 2018. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting, and it charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser or an internal capital allocator; instead, it relies on third-party managers for alternative exposures. Core Wealth lists an industry affiliation with accounting professionals, which suggests a tax-aware or coordinated planning approach with external accountants.

Assets & Accounts

Public Holdings

Investments & Alternatives