# Core Wealth Consultants, LLC

> Core Wealth Consultants, LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 165246
- Filed as: CORE WEALTH CONSULTANTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165246
- AdvisorCensus page: https://advisorcensus.com/firm/core-wealth-consultants-llc-165246

## Quick answers

**How is Core Wealth Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Core Wealth Consultants, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Core Wealth Consultants, LLC registered with the SEC or a state?**
Core Wealth Consultants, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165246.

**How much does Core Wealth Consultants, LLC manage?**
Core Wealth Consultants, LLC reports $42,759,640 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Core Wealth Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (19).

**Does Core Wealth Consultants, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165246

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $42,759,640
- Discretionary: $42,759,640
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $12,812,031 |
| High net worth individuals | 19 | $29,947,609 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- corewealth.xyz
- corewealthconsultant.com
- corewealthconsultants.com
- cwcletstalk.com
- five-20.com
- five20.com
- mycoreadvisor.com
- myplanassist.com
- planassist.com
- planassist.xyz
- the401kguide.com
- timothy.clifford.us
- timothyclifford.com
- workplaceinvesting.com
- LinkedIn @myplanassist
- LinkedIn @timothycliffordcfp
- X @TimCliffordFL
- X @myplanassist

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Wealth Consultants, LLC (CRD 165246): Form ADV filing data as of October 2026.