CRD: 158457
Core Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2011
- Office Locations
- 2
Office Locations
About Core Wealth Management, LLC
Core Wealth Management, LLC is a Oklahoma City-based RIA with 2 offices. The firm has been operating for 14 years. Managing $37.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Matrix Trust.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 116 clients, or 38.7 clients per representative. That equates to $324.0K in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on January 15, 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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Owner & Executives
CHRISTIAN BRIM
Chief Compliance Officer, President
- CRD
- #2969017
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEREMY SCOTT DOORN
Relationship Manager
- CRD
- #5965326
DARENDA HANSON
Relationship Manager
- CRD
- #7310291
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,580,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,580,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Core Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Core Wealth Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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