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| Happy Holidays!! thanks for using AUM13F!! |
| Core Wealth Management Inc
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|---|---|
| CRD # | 162870 |
| SEC # | 801-113827 |
| CIK # | 0001965150 |
| AUM | $345.5 M (2025-07-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-491-0231 |
| Address | 4600 Military Trail Jupiter, FL 33458 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| FPL Group Inc | 1.7 | |
| McDonalds Corp | 0.9 | |
| Alphabet Inc | 0.7 | |
| Amazon Com Inc | 0.7 | |
| Microsoft Corp | 0.7 | |
| Apple Inc | 0.5 | |
| Nvidia Corp | 0.4 | |
| Palo Alto Networks Inc | 0.2 | |
| Tradeweb Markets Inc | 0.2 | |
| Procter & Gamble Co | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 42.1 |
| (b) Individuals (high net worth individuals) | 144 | 285.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 10.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.1 |
| (n) Other | 7 | 6.8 |
| Total | 939 | 345.5 |
| By Discretionary | ||
| Discretionary | 939 | 345.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 939 | 345.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.5 | |
| Total | 939 | 345.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965150] |
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