DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

CORE WEALTH MANAGEMENT, LLC

CRD 158457

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:401845a1-b469-8f5d-f5cb-e86bfd40785a

Data as of Jan 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 15, 2026 to Jan 15, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Core Wealth Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $37.6MItem 5.F on the latest filing (2026-01-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $37.6M
Private client RAUM: $31.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 196
Individual clients: 83
High net worth clients: 20
CRD: 158457
Filings on the tape: 1
First filed: Jan 15, 2026
Latest filed: Jan 15, 2026
Organised: Limited Liability Company, OK
Website: coregroupwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEREMY SCOTT DOORN	n/a	OKLAHOMA CITY, OK \| TULSA, OK	15	17	n/a	no
CHRISTIAN BRIM	n/a	OKLAHOMA CITY, OK	15	29	1	no
DARENDA HANSON	n/a	OKLAHOMA CITY, OK	0	11	n/a	no

Relationships

Registered with (3)

← DARENDA HANSONAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← CHRISTIAN BRIMAdvisorregistration: current employment
Sep 19, 2011 to presentfactForm ADV
← JEREMY SCOTT DOORNAdvisorregistration: current employment
Sep 12, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:401845a1-b469-8f5d-f5cb-e86bfd40785a
First observed: Jan 15, 2026
Last observed: Jan 15, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORE WEALTH MANAGEMENT, LLC

CRD 158457

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:401845a1-b469-8f5d-f5cb-e86bfd40785a

Data as of Jan 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEREMY SCOTT DOORN

n/a

OKLAHOMA CITY, OK | TULSA, OK

n/a

CHRISTIAN BRIM

n/a

OKLAHOMA CITY, OK

DARENDA HANSON

n/a

OKLAHOMA CITY, OK

n/a