CORE WEALTH MANAGEMENT, LLC

Overview

Core Wealth Management, LLC is an independent registered investment adviser owned by an individual and oriented to both individual & family and institutional clients. The firm operates on a percentage‑of‑AUM fee model and combines an accounting background with advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Core Wealth runs discretionary mandates and appears to favor multi‑manager or pooled vehicles rather than direct security selection, which aligns with a practice that emphasizes asset allocation, tax-aware planning and use of turnkey fund solutions. The firm does not position itself as a capital allocator or an active ESG investor. Its client-facing activity centers on delivering advice and ongoing portfolio management, with discretionary authority reported across its client base. The accounting orientation suggests integration of tax considerations into portfolio construction and retirement plan work, while the pension consulting capability indicates the firm can address plan design and fiduciary questions for smaller institutional clients.

Assets & Accounts

Public Holdings

Location & Offices