Corcoran Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 162162
- Website
- www.cwmfamily.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Corcoran Wealth Management LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and selecting third‑party advisers. Its fee schedule includes percentage‑of‑AUM arrangements alongside hourly and fixed‑fee engagements. Corcoran does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Karen Corcoran
Co-FounderCRD 5759515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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