CRD: 158457
Core Wealth Management, LLC
$37.6M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
3 Employees
116 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2011
- Office Locations
- 2
Office Locations
8139 E. 74th Place Tulsa OK
8901 Commerce Park Drive Oklahoma City OK
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.
Team overview
45 AVG AGE
$12.5M AVG AUM / ADVISOR
$324.0K AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHRISTIAN BRIM
Chief Compliance Officer, President
- CRD
- #2969017
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JEREMY SCOTT DOORN
Relationship Manager
- CRD
- #5965326
Available
Available
Available
D
DARENDA HANSON
Relationship Manager
- CRD
- #7310291
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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