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CORE WEALTH MANAGEMENT, INC - Florida Company Profile

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 (3 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

Central Index Key

CIK number Mailing Address Business Address Phone
0001965150 4600 MILITARY TRAIL, SUITE 215, JUPITER, FL, 33458 4600 MILITARY TRAIL, SUITE 215, JUPITER, FL, 33458 561-491-0231

Filings since 2025-01-23

Form type 13F-HR
File number 028-22918
Filing date 2025-01-23
Reporting date 2024-12-31
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Filings since 2024-10-31

Form type 13F-HR
File number 028-22918
Filing date 2024-10-31
Reporting date 2024-09-30
File View File

Filings since 2024-08-14

Form type N-PX
File number 028-22918
Filing date 2024-08-14
Reporting date 2024-06-30
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Filings since 2024-07-25

Form type 13F-HR
File number 028-22918
Filing date 2024-07-25
Reporting date 2024-06-30
File View File

Filings since 2024-04-22

Form type 13F-HR
File number 028-22918
Filing date 2024-04-22
Reporting date 2024-03-31
File View File

Filings since 2024-02-02

Form type 13F-HR
File number 028-22918
Filing date 2024-02-02
Reporting date 2023-12-31
File View File

Filings since 2023-10-19

Form type 13F-HR
File number 028-22918
Filing date 2023-10-19
Reporting date 2023-09-30
File View File

Filings since 2023-07-17

Form type 13F-HR
File number 028-22918
Filing date 2023-07-17
Reporting date 2023-06-30
File View File

Filings since 2023-04-17

Form type 13F-HR
File number 028-22918
Filing date 2023-04-17
Reporting date 2023-03-31
File View File

Filings since 2023-02-15

Form type 13F-HR/A
File number 028-22918
Filing date 2023-02-15
Reporting date 2022-12-31
File View File

Filings since 2023-02-13

Form type 13F-HR
File number 028-22918
Filing date 2023-02-13
Reporting date 2022-12-31
File View File

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

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

Date of last update: 01 Apr 2025

Sources: Florida Department of State