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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CORE CAPITAL WEALTH MANAGEMENT, LLC

CRD 307220

PROVIDENCE, UT

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:a0ef5f63-fe6e-ed1f-7162-88746bd6ed18

Data as of Jul 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Jan 10, 2020 to Jul 17, 2020
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $9.0MItem 5.F on the latest filing (2020-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.0M
Private client RAUM: $9.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 52
Individual clients: 14
High net worth clients: 6
SEC number: 801-118054
CRD: 307220
Filings on the tape: 9
First filed: Jan 10, 2020
Latest filed: Jul 17, 2020
Organised: Limited Liability Company, Utah

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOHM, RYAN, MATHEW	MANAGING MEMBER & CHIEF EXECUTIVE OFFICER	D	yes	02/2020	Jan 10, 2020	Jul 17, 2020
DANCE, TANNER, TESSMER	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER	D	yes	02/2020	Jan 10, 2020	Jul 17, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALLEN LAW OFFICE PLLC	n/a	n/a	n/a	N	no	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ANDINA ADVISORS	3	Jun 2, 2022	Apr 11, 2022	PROVIDENCE, UT	Firm absorbed	RIA to RIA	100.0%
Onedigital	2	Sep 15, 2020	Sep 16, 2020	PROVIDENCE, UT	Team lift out	Other	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADAMS WEALTH ADVISORS	2	Jan 19, 2020	Mar 2, 2020	LOGAN, UT	Team lift out	RIA to new firm	33.3%

Relationships

Controls (2)

← BOHM, RYAN, MATHEWOwnerMANAGING MEMBER & CHIEF EXECUTIVE OFFICER, ownership code D, individual
Jan 10, 2020 to presentfactForm ADV
← DANCE, TANNER, TESSMEROwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER, ownership code D, individual
Jan 10, 2020 to presentfactForm ADV

Registered with (4)

← Dan Eugene JessopAdvisorregistration: previous registration
Mar 17, 2021 to Jun 2, 2022factForm ADV
← TANNER TESSMER DANCEAdvisorregistration: previous registration
Sep 21, 2020 to Jun 2, 2022factForm ADV
← Anthony Jase AllenAdvisorregistration: previous registration
May 6, 2020 to Jun 2, 2022factForm ADV
← RYAN MATHEW BOHMAdvisorregistration: previous registration
Mar 2, 2020 to Sep 15, 2020factForm ADV

Moved with (3)

→ ANDINA ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Jun 2, 2022 to Apr 11, 2022factForm ADV
→ ONEDIGITALRegistered adviser2 advisors, team lift out, same day
Sep 15, 2020 to Sep 16, 2020factForm ADV
← ADAMS WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Jan 19, 2020 to Mar 2, 2020factForm ADV

Dated events

Occurred
Jun 2, 2022
Firm absorbed
Core Capital Wealth Management, LLC's advisors moved to Andina Advisors (Providence, UT): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Jun 2, 2022
Advisor changed firm
Dan Eugene Jessop left Core Capital Wealth Management, Llc for Andina Advisors (registered 2022-04-08)
Form ADVobserved 5 days ago
Occurred
Jun 2, 2022
Advisor changed firm
Anthony Jase Allen left Core Capital Wealth Management, Llc for Andina Advisors (registered 2022-04-05)
Form ADVobserved 5 days ago
Occurred
Jun 2, 2022
Advisor changed firm
Tanner Tessmer Dance left Core Capital Wealth Management, Llc for Andina Advisors (registered 2022-04-11)
Form ADVobserved 5 days ago
Occurred
Jan 10, 2020
First Form ADV filing
Core Capital Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0ef5f63-fe6e-ed1f-7162-88746bd6ed18
First observed: Jan 10, 2020
Last observed: Jul 17, 2020 75 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 CAPITAL WEALTH MANAGEMENT, LLC

CRD 307220

PROVIDENCE, UT

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:a0ef5f63-fe6e-ed1f-7162-88746bd6ed18

Data as of Jul 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOHM, RYAN, MATHEW

MANAGING MEMBER & CHIEF EXECUTIVE OFFICER

yes

02/2020

Jan 10, 2020

Jul 17, 2020

DANCE, TANNER, TESSMER

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER

yes

02/2020

Jan 10, 2020

Jul 17, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALLEN LAW OFFICE PLLC

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ANDINA ADVISORS

Jun 2, 2022

Apr 11, 2022

PROVIDENCE, UT

Firm absorbed

RIA to RIA

100.0%

Onedigital

Sep 15, 2020

Sep 16, 2020

PROVIDENCE, UT

Team lift out

Other

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADAMS WEALTH ADVISORS

Jan 19, 2020

Mar 2, 2020

LOGAN, UT

Team lift out

RIA to new firm

33.3%