Be advised. This firm is no longer registered.

Core-x Wealth Management, LLC

Core-x Wealth Management, LLC (CRD# 166966) is a financial advisory firm headquartered in Melville, NY. They manage $17,275,374 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
900 Walt Whitman Road, Suite 208, Melville, NY 11747
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $367,561
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Core-x Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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