Core Wealth Consultants, LLC

Overview

Core Wealth Consultants, LLC is a small, client-facing investment adviser organized as a limited liability company and owned by an individual. The firm focuses on discretionary portfolio management for individual investors, families and small businesses and charges fees based on a percentage of assets under management. Its investment approach leans toward pooled public vehicles rather than bespoke direct-stock strategies: public funds and mutual funds make up the bulk of the asset base. Core Wealth Consultants, LLC does not identify as an active ESG investor, does not serve as a capital allocator or pension consultant, and reports a single-state footprint rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices