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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-17-2012
- Office Locations
- 1
Office Locations
About Core Wealth Management, Inc.
Core Wealth Management is a fee-only, SEC-registered RIA serving individuals and families across Palm Beach, Martin, and St. Lucie counties. CFP professionals provide integrated financial planning, retirement and tax-aware investment management, and retirement plan consulting. The firm operates under a fiduciary, no-commission model with flexible fees (flat, hourly, or AUM); custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between July 24, 2025 and March 2, 2026, reported AUM increased 17.1%, from $345.5M to $404.7M.
Across 5 reported observations, AUM increased 49.2% between March 9, 2022 and March 2, 2026, from $271.3M to $404.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 291 clients, or 97 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Core Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD M SCHANEL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4731679
- Ownership
- 75% or more
JACQUELYN ADLER GOLDSTICK
VICE PRESIDENT, Wealth Advisor
- CRD
- #2934836
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Jonathon Justin Fernandez-Rubio
Owner
- CRD
- #7438241
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $404,712,669 | $405,118 |
| Non-Discretionary | $0 | -- |
| Total | $404,712,669 | $405,118 |
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Separately Managed Accounts
SMA allocation detail is available
Core Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Core Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.