CORE WEALTH CONSULTANTS, LLC
CRD 165246
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$40.4M
Discretionary AUM
$40.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
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- SEC IAPD →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $12.1M |
| High net worth individuals | 17 | $28.3M |
All web addresses on file
- HTTP://WWW.COREWEALTHCONSULTANTS.COM
- HTTP://WWW.MYCOREADVISOR.COM
- HTTPS://WWW.TIMOTHYCLIFFORD.COM
- https://www.the401kguide.com
- http://cwcletstalk.com
- https://www.linkedin.com/company/myplanassist
- https://www.linkedin.com/company/myplanassist/?viewAsMember=true
- https://x.com/myplanassist
- https://timothy.clifford.us
- https://x.com/TimCliffordFL
- HTTP://WWW.COREWEALTHCONSULTANT.COM
- HTTP://FIVE20.COM
- HTTP://MYPLANASSIST.COM
- HTTP://PLANASSIST.XYZ
- HTTPS://WORKPLACEINVESTING.COM
- https://www.linkedin.com/in/timothycliffordcfp
- HTTP://COREWEALTH.XYZ
- HTTP://FIVE-20.COM
- https://planassist.com
Official SEC filing: View on IAPD