# CORE WEALTH MANAGEMENT, LLC

CORE WEALTH MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 158457
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158457/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158457/similar
- Related entities: https://search.stillhousedata.com/firm/158457/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158457

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.