Core Wealth Management, LLC

Core Wealth Management, LLC (CRD# 158457) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $26,636,000 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $244,367
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Core Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christian Brim
CRD#: 2969017
8901 Commerce Park Drive, Oklahoma City, OK 73132

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.

2
Jeremy S. Doorn
CRD#: 5965326
8139 E. 74th Place, Tulsa, OK 74133

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.

3
Darenda Hanson
CRD#: 7310291
8901 Commerce Park Drive, Oklahoma City, OK 73132

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.

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