Fee-OnlyFinder

Core Wealth Management, INC.

Financial planning in Jupiter, FL

SEC registeredNo commissions reported

Call (561) 491-0231Send a messageMap ↗

Public-record details

Address
4600 Military Trail, Suite 215, Jupiter, FL 33458
Phone
(561) 491-0231
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
162870
Registration
SEC registered since 2018-08-13
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$404.7 million
Accounts managed
999
Clients reported (Form ADV 5.D)
291
Individual / high-net-worth clients
147 / 131
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-02

SEC registered investment adviser, CRD 162870, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Jupiter

Aft, Forsyth and Company, INC.4171 Main Street · Jupiter, FL 33458 · (561) 296-6680 · % of assets managedCRD 137404 · % of assets · $258.6 million AUMSEC registeredNo commissions reportedBlackridge Asset Management, LLC1070 E. Indiantown Road, Suite 208-210 · Jupiter, FL 33477 · (561) 641-5050 · Financial planningCRD 277085 · % of assets, Hourly charges, Fixed fees · $216.7 million AUMSEC registeredNo commissions reportedCayside Partners364 Cypress Drive, Suite 202 · Jupiter, FL 33469 · (561) 768-9621 · Financial planningCRD 306090 · % of assets, Hourly charges, Fixed fees · $438.0 million AUMSEC registeredNo commissions reportedDaniels D'amelio Investment Management Group, LLC1080 E. Indiantown Road, Suite 200 · Jupiter, FL 33477 · (561) 972-7797 · Financial planningCRD 301456 · % of assets, Hourly charges, Fixed fees · $50.7 million AUMState registeredNo commissions reportedFortuna Investors LLC13641 159th St N · Jupiter, FL 33478 · (646) 538-1949 · Financial planningCRD 175072 · % of assets, Hourly charges, Fixed fees · $21.2 million AUMState registeredNo commissions reportedInlet Private Wealth, LLC116 Intracoastal Pointe Dr., Suite 400 · Jupiter, FL 33477 · (561) 781-0400 · % of assets managedCRD 297154 · % of assets · $608.1 million AUMSEC registeredNo commissions reportedOne + One Wealth Management, LLC1061 E. Indiantown Road, Suite 300 · Jupiter, FL 33477 · (561) 972-4913 · Hourly feesCRD 310906 · % of assets, Hourly charges, Fixed fees · $383.0 million AUMSEC registeredNo commissions reportedPatriot Securities LLC4600 Military Trail, Suite 222 · Jupiter, FL 33458 · (561) 249-9795 · % of assets managedCRD 270023 · % of assets · $30.3 million AUMState registeredNo commissions reported

All 15 in Jupiter →