CORE CAPITAL WEALTH MANAGEMENT, LLC
CORE CAPITAL WEALTH MANAGEMENT, LLC of PROVIDENCE, UT is an SEC-registered investment adviser (CRD 307220). Regulatory assets under management: $9.0M.
Registration
- CRD: 307220
- SEC file number: 801-118054
- Type: Registered investment adviser
- Location: 530 W 465 N, SUITE 707, PROVIDENCE, UT, 84332
- Phone: 435-250-3700
- Latest filing: 2020-07-17
- Regulatory AUM: $9.0M
- Discretionary AUM: $9.0M
- Clients: 3
- Accounts: 52
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DANCE TAMMY TESSMER | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | — |
| BOHM RYAN MATHEW | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
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