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CORE WEALTH MANAGEMENT, INC.

JUPITER, FL · CRD 162870 · IAPD ↗ · core-wm.com · 561-491-0231

$404.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CORE WEALTH MANAGEMENT, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CORE WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — CORE WEALTH MANAGEMENT, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
March 2024 — CORE WEALTH MANAGEMENT, INC. notice-filed in GA, NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — CORE WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2024 — CORE WEALTH MANAGEMENT, INC. now reports custody of client assets ($288.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.