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Building 2CORE CAPITAL WEALTH MANAGEMENT, LLC

Map pinPROVIDENCE, UT
Phone435-250-3700
NotebookSEC #801-118054
Total AUM
$9M
Employees
3
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 W 465 N
SUITE 707
PROVIDENCE
UT 84332
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
435-250-3700

ReceiptFinancials

Total AUM
$9M
Accounts
52
Discretionary
$9M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$3M
HNW Individual Clients
6
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDUT

HandshakeAffiliates

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

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