|
⚲
|
| Keyboard |
| Core Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 162870 |
| SEC # | 801-113827 |
| CIK # | 0001965150 |
| AUM | 404.7 M (2026-03-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-491-0231 |
| Address | 4600 Military Trail Jupiter, FL 33458 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| FPL Group Inc | 3.0 | ||
| Apple Inc | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| McDonalds Corp | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Nvidia Corp | 0.5 | ||
| Procter & Gamble Co | 0.3 | ||
| Johnson & Johnson | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 67.4 |
| (b) Individuals (high net worth individuals) | 131 | 323.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.8 |
| (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 | 9 | 13.5 |
| (n) Other | 0 | 0.0 |
| Total | 999 | 404.7 |
| By Discretionary | ||
| Discretionary | 999 | 404.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 999 | 404.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 403.7 | |
| Total | 999 | 404.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965150] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ballast Rock Private Wealth LLC
✚
|
SC | 405.7 M |
|
Northland Securities Inc
✚
|
MN | 405.5 M |
|
Evergreen Wealth Partners LLC
✚
|
MT | 405.2 M |
|
Altus Wealth Management LLC
✚
|
KY | 405.2 M |
|
QP Wealth Management LLC
✚
|
FL | 405.0 M |
|
Excel Financial LLC
✚
|
MN | 404.5 M |
|
S Harris Financial Group LLC
✚
|
TX | 404.4 M |
|
HFM Investment Advisors LLC
✚
|
NJ | 404.1 M |
|
Alexander Randolph Advisory Inc
✚
|
VA | 403.9 M |
|
AG Campbell Advisory LLC
✚
|
MD | 403.9 M |