DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Core Wealth Management, Inc.
Latest filing Mar 2, 2026
First filing on the tape Jul 13, 2018 · 17 filings
SEC status approved since Aug 13, 2018
RAUM
$405M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$390M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$135M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$405M as of Mar 2, 2026
Mar 22, 2019$126M then
HNW client RAUM$323M as of Mar 2, 2026
Mar 22, 2019$81.0M then
State-registered IARs (5.B.3)4 as of Mar 2, 2026
Mar 22, 20192 then
Employees (5.A)4 as of Mar 2, 2026
Mar 22, 20193 then
Private funds: no history
RAUM +17% over the last fiscal year+18% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $135MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 93derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $405,118derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $331M, 252 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$323M80%
- Individuals$67.4M17%
- Corporations and businesses$13.5M3.3%
- Charitable organizations$842,4180.2%
- Individual clients
- 147reported
- HNW clients
- 131reported
- Pension plan clients
- n/areported
- Charitable clients
- 4reported
- Accounts
- 999reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $331M for 252 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Todd M SchanelCertified Financial Planner, Chartered Financial Analyst | Jupiter, Fl | Jul 17, 2012 | 23 y | 2 |
| Jacquelyn Adler GoldstickCertified Financial Planner | Jupiter, Fl | Jul 23, 2012 | 28 y | 2 |
| Jonathon Justin Fernandez-RubioCertified Financial Planner | Jupiter, Fl | Dec 4, 2022 | 11 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount1 left over 36 months
Left, latest
- Douglas James Marcello to Edward JonesAug 11, 2026 · RIA to affiliated broker-dealer or bank
- Ralph Taylor Rigler to Q3 Advisors, LLCJun 30, 2023 · Other
- Andrew John Hackett to Focus Partners Wealth, LLCNov 8, 2022 · RIA to RIA
Joined, latest
- Douglas James Marcello from Edward JonesFeb 15, 2024 · Affiliated broker-dealer or bank to independent RIA
- Ralph Taylor Rigler from Advice And Planning ServicesNov 15, 2022 · Affiliated broker-dealer or bank to independent RIA
- Andrew John Hackett from Osaic Fa, Inc.Oct 12, 2020 · Affiliated broker-dealer or bank to independent RIA
- Jacquelyn Adler Goldstick from Family First Financial PlanningJul 23, 2012 · Other
- Todd M Schanel from Sagepoint Financial, Inc.Jul 17, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Adler Jacquelyn Goldstick · Vice President & Shareholdercontrolsince 01/2022 · owns 25% to 50%
- M Todd Schanel · President & Chief Compliance Officercontrolsince 06/2012 · owns 75% or more
Related persons
Schedule D 7.A
- Schanel & Associates, Painsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jupiter, Fl · principal | 3 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 939 to 999Jul 24, 2025 to Mar 2, 2026
- Charity clients · unset to 4.0Jul 24, 2025 to Mar 2, 2026
- Corporate clients · 1 to 9Jul 24, 2025 to Mar 2, 2026
- HNW clients · 144 to 131Jul 24, 2025 to Mar 2, 2026
- Individual clients · 114 to 147Jul 24, 2025 to Mar 2, 2026
- Pension plan clients · 10.0 to unsetJul 24, 2025 to Mar 2, 2026
- Assets in custody · $202M to $331MJul 24, 2025 to Mar 2, 2026
- Financial planning clients · 101-250 to 251-500Jul 24, 2025 to Mar 2, 2026
- Discretionary RAUM · $345M to $405MJul 24, 2025 to Mar 2, 2026
- HNW RAUM · $285M to $323MJul 24, 2025 to Mar 2, 2026
- Individual RAUM · $42.1M to $67.4MJul 24, 2025 to Mar 2, 2026
- Pension RAUM · 10207532.0 to unsetJul 24, 2025 to Mar 2, 2026
- RAUM · $345M to $405MJul 24, 2025 to Mar 2, 2026
- Financial planning clients · 101-250 to 101-250Mar 20, 2025 to Jul 24, 2025
- Accounts · 772 to 939Feb 26, 2024 to Mar 20, 2025
- Corporate clients · unset to 1.0Feb 26, 2024 to Mar 20, 2025
- HNW clients · 52 to 144Feb 26, 2024 to Mar 20, 2025
- Individual clients · 173 to 114Feb 26, 2024 to Mar 20, 2025
- Assets in custody · $288M to $202MFeb 26, 2024 to Mar 20, 2025
- State-registered IARs · 3 to 4Feb 26, 2024 to Mar 20, 2025
- Discretionary RAUM · $288M to $345MFeb 26, 2024 to Mar 20, 2025
- HNW RAUM · $122M to $285MFeb 26, 2024 to Mar 20, 2025
- Individual RAUM · $153M to $42.1MFeb 26, 2024 to Mar 20, 2025
- Pension RAUM · $9.0M to $10.2MFeb 26, 2024 to Mar 20, 2025
- RAUM · $288M to $345MFeb 26, 2024 to Mar 20, 2025
- Accounts · 720 to 772Mar 15, 2023 to Feb 19, 2024
- Advisory employees · 4 to 3Mar 15, 2023 to Feb 19, 2024
- HNW clients · 70 to 52Mar 15, 2023 to Feb 19, 2024
- Individual clients · 259 to 173Mar 15, 2023 to Feb 19, 2024
- Pension plan clients · unset to 10.0Mar 15, 2023 to Feb 19, 2024
- Assets in custody · unset to 287955997.0Mar 15, 2023 to Feb 19, 2024
- Custody of client assets · false to trueMar 15, 2023 to Feb 19, 2024
- Employees · 5 to 4Mar 15, 2023 to Feb 19, 2024
- Financial planning clients · 51-100 to 101-250Mar 15, 2023 to Feb 19, 2024
- State-registered IARs · 4 to 3Mar 15, 2023 to Feb 19, 2024
- Discretionary RAUM · $247M to $288MMar 15, 2023 to Feb 19, 2024
- HNW RAUM · $149M to $122MMar 15, 2023 to Feb 19, 2024
- Individual RAUM · $95.1M to $153MMar 15, 2023 to Feb 19, 2024
- Pension RAUM · $30,800 to $9.0MMar 15, 2023 to Feb 19, 2024
- RAUM · $247M to $288MMar 15, 2023 to Feb 19, 2024
Signals
5 dated events
- Douglas James Marcello left Core Wealth Management, Inc. for Edward Jones (registered 2026-08-07)Aug 11, 2026 · Advisor changed firm · fact
- Ralph Taylor Rigler left Core Wealth Management, Inc. for Q3 Advisors, Llc (registered 2026-01-01)Jun 30, 2023 · Advisor changed firm · fact
- Andrew John Hackett left Core Wealth Management, Inc. for Focus Partners Wealth, Llc (registered 2022-12-06)Nov 8, 2022 · Advisor changed firm · fact
- Adler Jacquelyn Goldstick (Vice President & Shareholder) appeared on Schedule A of Core Wealth Management, Inc.Mar 9, 2022 · Control person joined · fact
- Core Wealth Management, Inc. filed its initial SEC registration (Form ADV)Jul 13, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 561-491-0231reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-624-0726reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CORE-WMreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CORE-WM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 561-491-0231reportedpublic record, Form ADV, Mar 2, 2026
- Contact form
- CORE-WM.COM/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $135Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026