# CORE WEALTH MANAGEMENT, INC.

CORE WEALTH MANAGEMENT, INC. of JUPITER, FL is an SEC-registered investment adviser.

## Registration

- CRD: 162870
- Type: SEC-registered investment adviser
- SEC file number: 801-113827
- Location: 4600 MILITARY TRAIL, JUPITER, FL, 33458
- Phone: 561-491-0231
- Latest filing: 2026-03-02
- Regulatory AUM: $404.7M
- Discretionary AUM: $404.7M
- Clients: 4
- Accounts: 999

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Todd M Schanel | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Jacquelyn Adler Goldstick | VICE PRESIDENT & SHAREHOLDER | — |
| SCHANEL TODD M | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| GOLDSTICK JACQUELYN ADLER | VICE PRESIDENT & SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162870/similar
- Related entities: https://search.stillhousedata.com/firm/162870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162870

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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.