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| Core Wealth Management Inc
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| |
|---|---|
| CRD # | 162870 |
| SEC # | 801-113827 |
| CIK # | 0001965150 |
| AUM | $288.0 MM (2024-02-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-491-0231 |
| Address | 4600 Military Trail Jupiter, FL 33458 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NEE | 150,166.4 | 1.8 | |
| MCD | 179,584.2 | 0.8 | |
| GOOGL | 1,475,138.5 | 0.8 | |
| MSFT | 1,918,222.4 | 0.7 | |
| AMZN | 1,092,997.8 | 0.6 | |
| AAPL | 2,382,844.0 | 0.6 | |
| NVDA | 399,550.0 | 0.3 | |
| PG | 338,108.9 | 0.2 | |
| CPK | 2,243.4 | 0.2 | |
| PANW | 49,011.6 | 0.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 153.0 |
| (b) Individuals (high net worth individuals) | 52 | 122.1 |
| (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 | 9.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0 | 1.1 |
| (n) Other | 0 | 2.1 |
| Total | 772 | 288.0 |
| By Discretionary | ||
| Discretionary | 772 | 288.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 772 | 288.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.0 | |
| Total | 772 | 288.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965150] |
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