Core Wealth Management, LLC
Core Wealth Management, LLC (CRD# 158457) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $29,300,000 in 145 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management29MILLION
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Total Number of Accounts145ACCOUNTS
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Average Account Value$202,069
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OK, TX
Christian Brim (CRD# 2969017) is an Investment Advisor Representative working at Core Wealth Management, LLC in Oklahoma City, OK and has over 26 years of experience in the finance industry.
Jeremy Doorn (CRD# 5965326) is an Investment Advisor Representative working at Core Wealth Management, LLC in Tulsa, OK and has over 12 years of experience in the finance industry.
Darenda Hanson (CRD# 7310291) is an Investment Advisor Representative working at Core Wealth Management, LLC in Oklahoma City, OK and has over 3 years of experience in the finance industry.