Core Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jupiter, FL. Its latest Form ADV filing, dated March 2, 2026, reports $405M in regulatory assets under management, 4 employees, and 999 accounts.
Assets Under Management
$405M
Employees
4
Offices
--
Total Clients
291
Primary office
JUPITER, FL
4600 MILITARY TRAIL, SUITE 215, JUPITER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
147
2
HNWI
45.0%
131
3
Corporations
3.1%
9
4
Charitable
1.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$405Mas of March 2, 2026
Discretionary100.0%
$405M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$405M
Total Accounts999
10Y AUM Change+$290M (+254.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee73:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.