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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHANEL, TODD, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTICK, JACQUELYN, ADLER | I | VICE PRESIDENT & SHAREHOLDER | C | Control |
| GOLDSTICK, JACQUELYN, ADLER | I | VICE PRESIDENT & SHAREHOLDER | C | Control |
| GOLDSTICK, JACQUELYN, ADLER | I | VICE PRESIDENT & SHAREHOLDER | C | Control |
| GOLDSTICK, JACQUELYN, ADLER | I | VICE PRESIDENT & SHAREHOLDER | C | Control |
| GOLDSTICK, JACQUELYN, ADLER | I | VICE PRESIDENT & SHAREHOLDER | C | Control |
| GOLDSTICK, JACQUELYN, ADLER | I | VICE PRESIDENT & SHAREHOLDER | C | Control |
Registrations
Federal
IA
Jul 24, 2025 REGISTERED
Notice Filings (5)
FL GA NC NE NY
Address
4600 MILITARY TRAILSUITE 215
JUPITER, FL 33458
United States
Phone: 561-491-0231