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CORE WEALTH MANAGEMENT, INC

Company Details

Entity Name: CORE WEALTH MANAGEMENT, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
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
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
1965150 4600 MILITARY TRAIL, SUITE 215, JUPITER, FL, 33458 4600 MILITARY TRAIL, SUITE 215, JUPITER, FL, 33458 561-491-0231

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
File View File

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

Agent

Name Role Address
SCHANEL TODD M Agent 4600 MILITARY TR, JUPITER, FL, 33458

President

Name Role Address
SCHANEL TODD President 4600 MILITARY TR STE 215, JUPITER, FL, 33458

Vice President

Name Role Address
GOLDSTICK JACQUELYN A Vice President 225 MARLBERRY CIRCLE, JUPITER, FL, 33458

Secretary

Name Role Address
GOLDSTICK JACQUELYN A Secretary 225 MARLBERRY CIRCLE, JUPITER, FL, 33458

Events

Event Type Filed Date Value Description
AMENDMENT 2021-11-01 No data No data

Documents

Name Date
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
ANNUAL REPORT 2016-05-04

Date of last update: 01 Feb 2025

Sources: Florida Department of State