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Home > Retirement Planners > florida > jupiter > CORE WEALTH MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC.
4600 Military Trail
Suite 215
Jupiter, Florida 33458
Tel: 561-491-0231
About CORE WEALTH MANAGEMENT, INC.
CORE WEALTH MANAGEMENT, INC, formally registered with the SEC as CORE WEALTH MANAGEMENT, INC. The firm was established in 08/13/2018. They have over 1 offices throughout the country.
CORE WEALTH MANAGEMENT, INC. is a Jupiter, Florida based Financial Planning firm with nearly $287,955,997 assets under management, offering retirement planning & investment advisory services to 772 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162870 |
| SEC# | 801-113827 |
| Assets Managed by Firm | $287,955,997 |
| No. of Clients | 772 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 772 | $287,955,997 |
| Individuals (other than high net worth individuals) | 173 | $153,022,821 |
| High net worth individuals | 52 | $122,141,565 |
| Pension and profit sharing plans | 10 | $9,030,340 |
| Charitable organizations | Fewer than 5 clients | $638,016 |
| Corporations or other businesses | Fewer than 5 clients | $1,063,224 |
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