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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial radial
- 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.
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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
Unlock allContacts
Jonathon Justin Fernandez-Rubio
Owner
- CRD
- #7438241
Douglas James Marcello
Financial Advisor, General Partner
- CRD
- #6281265
Showing 2 of 4 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
Total SMA Asset: $404,712,669
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,495,767,677 | 29.6% |
| Cash | $1,182,464,988 | 23.4% |
| Private Funds | $2,375,036,513 | 47.0% |
| Total | $5,053,269,178 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON SUMMIT ZENITH | VERTEX OPTIMA | BFMMRG6VK | NWGI | 5.66% | $21,600,637 |
| ELEMENT BEACON | PIONEER MATRIX | YCTDA0SEJ | IADX | 3.33% | $62,463,178 |
| ALPHA OAK FUSION | HORIZON VALUE | XQT3E0WPM | DHEL | 1.84% | $116,856,435 |
| PRIME PIONEER CAPITAL | ELEMENT EAGLE | IM5PUJ36B | IXP | 5.09% | $48,632,063 |
| QUANTUM CATALYST NORTH | VALUE OAK | YIHMKBIMF | KFH | 2.57% | $18,536,899 |
| INSIGHT SIGNAL INSIGHT | ELEMENT OAK | 7YDTE55LA | TNCAM | 10.91% | $50,525,578 |
| VITAL TIMBER | EAGLE VALUE | GZ3YWLJVT | WHWGW | 10.82% | $31,210,579 |
| BEACON DELTA | ZENITH SUMMIT | 5HBLOQRTF | GUZXJ | 5.15% | $42,031,685 |