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CORE WEALTH MANAGEMENT, INC - Florida Company Profile

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Company Details

Entity Name: CORE WEALTH MANAGEMENT, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

CORE WEALTH MANAGEMENT, INC is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 27 Feb 2012 (13 years ago)
Last Event: AMENDMENT
Event Date Filed: 01 Nov 2021 (4 years ago)
Document Number: P12000019493
FEI/EIN Number 45-4703949

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 4600 MILITARY TR, STE 215, JUPITER, FL, 33458, US
Mail Address: 4600 MILITARY TR, STE 215, JUPITER, FL, 33458, US
ZIP code: 33458
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GOLDSTICK JACQUELYN A Secretary 225 MARLBERRY CIRCLE, JUPITER, FL, 33458
SCHANEL TODD President 4600 MILITARY TR STE 215, JUPITER, FL, 33458
GOLDSTICK JACQUELYN A Vice President 225 MARLBERRY CIRCLE, JUPITER, FL, 33458
SCHANEL TODD M Agent 4600 MILITARY TR, JUPITER, FL, 33458

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001965150
Phone:
561-491-0231

Latest Filings

Form type:
13F-HR
File number:
028-22918
Filing date:
2025-04-30
File:
Form type:
13F-HR
File number:
028-22918
Filing date:
2025-01-23
File:
Form type:
13F-HR
File number:
028-22918
Filing date:
2024-10-31
File:
Form type:
N-PX
File number:
028-22918
Filing date:
2024-08-14
File:
Form type:
13F-HR
File number:
028-22918
Filing date:
2024-07-25
File:

Events

Event Type Filed Date Value Description
AMENDMENT 2021-11-01 - -

Documents

Name Date
ANNUAL REPORT 2025-02-20
ANNUAL REPORT 2024-02-14
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-27
Amendment 2021-11-01
ANNUAL REPORT 2021-02-12
ANNUAL REPORT 2020-02-11
ANNUAL REPORT 2019-01-16
ANNUAL REPORT 2018-01-03
ANNUAL REPORT 2017-03-01

Trademarks

Serial Number:
85573256
Mark:
AT THE CENTER OF YOUR LIFE'S PLAN.
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2012-03-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
AT THE CENTER OF YOUR LIFE'S PLAN.

Goods And Services

For:
Financial planning; Financial services, namely, wealth management services; Investment management
First Use:
2012-08-07
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
85572996
Mark:
CORE WEALTH MANAGEMENT
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2012-03-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CORE WEALTH MANAGEMENT

Goods And Services

For:
Financial planning; Financial services, namely, wealth management services; Investment management
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 01 Jun 2025

Sources: Florida Department of State