RIA Intel›Advisers›Oklahoma›CORE WEALTH MANAGEMENT, LLC

CORE WEALTH MANAGEMENT, LLC

Advisory

OKLAHOMA CITY, OK

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$192K

across 196 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients116

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

116 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

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$39M

ENTRUST PARABLE CAPITAL, LLC

$39M

VALENDO PRIVATE ASSET MANAGEMENT

$40M

NETADVIZOR WEALTH LLC

$40M

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