# Core Wealth Management, Inc.

> Core Wealth Management, Inc. is an SEC-registered investment advisory firm in Jupiter, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 162870
- Filed as: CORE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162870
- AdvisorCensus page: https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870

## Quick answers

**How is Core Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Core Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Core Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Hourly rate: $350 an hour (Comprehensive financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Core Wealth Management, Inc. located?**
Core Wealth Management, Inc.'s principal office is in Jupiter, FL, according to its Form ADV.

**Is Core Wealth Management, Inc. registered with the SEC or a state?**
Core Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 162870.

**How much does Core Wealth Management, Inc. manage?**
Core Wealth Management, Inc. reports $404,712,669 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**How have Core Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Core Wealth Management, Inc.: Regulatory assets under management: $214,638,348 in the October 2021 data and $404,712,669 in the October 2026 data, up 89%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Core Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (131); corporations or other businesses not listed above (9).

**Which custodians does Core Wealth Management, Inc. use?**
Core Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Core Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162870

**What changed in Core Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $345,478,379 to $404,712,669 (+17%). Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Hourly rate: $350 an hour (Comprehensive financial planning services)

> Comprehensive financial planning services are offered on an hourly rate not to exceed $350 with a maximum fixed fee not to exceed $10,000 for the initial engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,712,669
- Discretionary: $404,712,669
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $67,376,310 |
| High net worth individuals | 131 | $323,011,342 |
| Charitable organizations | 4 | $842,418 |
| Corporations or other businesses not listed above | 9 | $13,482,599 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- core-wm.com
- Facebook @COREWM
- LinkedIn @CORE-WM
- X @CORE_WM
- YouTube @corewealthmanagement6043

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $214,638,348 | 4 | August 30, 2021 |
| October 2022 | $271,306,891 | 4 | March 9, 2022 |
| October 2023 | $247,105,004 | 5 | March 15, 2023 |
| October 2024 | $287,955,997 | 4 | February 26, 2024 |
| October 2025 | $345,478,379 | 4 | July 24, 2025 |
| October 2026 | $404,712,669 | 4 | March 2, 2026 |

Regulatory assets under management: $214,638,348 in the October 2021 data and $404,712,669 in the October 2026 data, up 89%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $345,478,379 to $404,712,669 (+17%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Wealth Management, Inc. (CRD 162870): Form ADV filing data as of October 2026.