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Building 2CORE WEALTH MANAGEMENT, INC.

Map pinJUPITER, FL
Phone561-491-0231
NotebookSEC #801-113827
Total AUM
$404.7M
Employees
4
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 MILITARY TRAIL
SUITE 215
JUPITER
FL 33458
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
561-491-0231

ReceiptFinancials

Total AUM
$404.7M
Accounts
999
Discretionary
$404.7M
Accounts
999
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
147
AUM
$67.4M
HNW Individual Clients
131
AUM
$323M
Charitable Organization Clients
4
AUM
$842.4K
Corporation or Business Clients
9
AUM
$13.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNENYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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