CORE WEALTH MANAGEMENT, INC.
CRD #162870 SEC #801-113827 JUPITER, FL 561-491-0231
SEC Registered
Total AUM
$345.5M
Discretionary
$345.5M
Employees
4
Clients
101
Accounts
939
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $345.5M | $345.5M | $0 | 4 | 0 |
| Mar 2025 | $345.5M | $345.5M | $0 | 4 | 0 |
| Feb 2024 | $288M | $288M | $0 | 4 | 0 |
| Feb 2024 | $288M | $288M | $0 | 4 | 0 |
| Mar 2023 | $247.1M | $247.1M | $0 | 5 | 0 |
| Mar 2022 | $271.3M | $271.3M | $0 | 4 | 0 |
| Aug 2021 | $214.6M | $214.6M | $0 | 4 | 0 |
| Mar 2021 | $214.6M | $214.6M | $0 | 4 | 0 |
| Jun 2020 | $167.1M | $167.1M | $0 | 3 | 0 |
| Mar 2020 | $167.1M | $167.1M | $0 | 3 | 0 |
| Oct 2019 | $126.1M | $126.1M | $0 | 3 | 0 |
| Aug 2019 | $126.1M | $126.1M | $0 | 3 | 0 |
| Mar 2019 | $126.1M | $126.1M | $0 | 3 | 0 |
| Jul 2018 | $114.3M | $114.3M | $0 | 3 | 0 |
| Jul 2018 | $114.3M | $114.3M | $0 | 3 | 0 |
DateJul 2025
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$247.1M
Discretionary$247.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$271.3M
Discretionary$271.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0