CORE WEALTH MANAGEMENT, LLC

CORE WEALTH MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 158457). Regulatory assets under management: $37.6M.

Registration

• CRD: 158457
• Type: Registered investment adviser
• Location: 8901 COMMERCE PARK DRIVE, OKLAHOMA CITY, OK, 73132
• Phone: 405-720-1244
• Latest filing: 2026-01-15
• Regulatory AUM: $37.6M
• Discretionary AUM: $37.6M
• Clients: 3
• Accounts: 196

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158457 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search