CORE WEALTH MANAGEMENT, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	772	$288.0M
Non-Discretionary	0	$0
Total	772	$288.0M

Clients

Type	Number	RAUM
Individuals	173	$153.0M
HNW Individuals	52	$122.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	10	$9.0M
Charitable organizations	<5	$638,016
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.1M
Other	<5	$2.1M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-113827
SEC ERA File Number	801-113827
SEC CIK Numbers	1965150
SEC CRD Numbers	162870
Legal Entity Identifier	None

Principal Office

4600 MILITARY TRAIL
SUITE 215
JUPITER
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic