CORE WEALTH MANAGEMENT, INC.

CORE WEALTH MANAGEMENT, INC. of JUPITER, FL is an SEC-registered investment adviser (CRD 162870). Regulatory assets under management: $404.7M.

Registration

• CRD: 162870
• SEC file number: 801-113827
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162870 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search