Core Wealth Management, Inc.
● SEC registered since 2018CRD 162870SEC# 801-113827Jupiter, FL
Reg. AUM
$404.7M
Employees
4
Accounts
999
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 $404.7 million in regulatory assets under management and employs 4 people.
Core Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacquelyn Adler Goldstick Control | Vice President & Shareholder | 25-50% | 2022 |
| Todd M Schanel Control | President & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Core Wealth Management, Inc. manage?
Core Wealth Management, Inc. reports $404.7 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
| Address | 4600 Military Trail, Suite 215, Jupiter, FL 33458 |
| Phone | 561-491-0231 |
| Fax | 561-584-6631 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$404.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$404.7Mregulatory AUM
Discretionary $404.7M