# Core Wealth Management, LLC

> Core Wealth Management, LLC is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 158457
- Filed as: CORE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158457
- AdvisorCensus page: https://advisorcensus.com/firm/core-wealth-management-llc-oklahoma-city-ok-158457

## Quick answers

**How is Core Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Core Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Core Wealth Management, LLC located?**
Core Wealth Management, LLC's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Core Wealth Management, LLC registered with the SEC or a state?**
Core Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158457.

**How much does Core Wealth Management, LLC manage?**
Core Wealth Management, LLC reports $37,580,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Core Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (20); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Does Core Wealth Management, 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/158457

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,580,000
- Discretionary: $37,580,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $11,635,000 |
| High net worth individuals | 20 | $19,495,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $6,450,000 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coregroupwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Wealth Management, LLC (CRD 158457): Form ADV filing data as of October 2026.