firm profile
Core Wealth Management, Inc.
Overview
Core Wealth Management, Inc. is an SEC registered investment adviser based in Jupiter, FL, registered since 2018. It reports $405M in assets under management across 999 accounts, with 4 employees. It has 3 investment adviser representatives.
- Reported AUM
- $405M
- Discretionary
- 100%
- Accounts
- 999
- Average account
- $405K
- Employees
- 4
- Advisory reps
- 3
- Registered since
- 2018
- Jurisdictions
- 6
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Todd M Schanel President, Chief Compliance Officer CRD 4731679
- Jacquelyn Adler Goldstick Vice President, Shareholder CRD 2934836
Advisory reps 3 of 3
- Jonathon Justin Fernandez-Rubio Investment Adviser Rep CRD 7438241
- Jacquelyn Adler Goldstick Investment Adviser Rep CRD 2934836
- Todd M Schanel Investment Adviser Rep CRD 4731679
Location
- Headquarters
- 4600 Military Trl Ste 215
Jupiter, FL 33458 - County
- Palm Beach
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: core-wm.com
Every state, with registration dates
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