Core Wealth Management, Inc.
- Regulatory AUM
- $405M
- Discretionary
- $405M
- Clients
- 291
- Avg AUM / client
- $1.4M
- Accounts
- 999
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 147 | $67.4M | 16.6% |
| High net worth individuals | 131 | $323M | 79.8% |
| Charitable organizations | 4 | $842K | 0.21% |
| Corporations and other businesses | 9 | $13.5M | 3.33% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd M Schanel | President & Chief Compliance Officer | CFP CFA | Jun 2012 (14y) | 75% or more |
| Jacquelyn Adler Goldstick | Vice President & Shareholder | CFP | Jul 2012 (14y) | 25% – 50% |
| Jonathon Justin Fernandez Rubio | Registered representative | CFP | Dec 2022 (4y) | |
| Douglas James Marcello | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $402M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗