# Core Wealth Consultants

Core Wealth Consultants is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://corewealthconsultants.com
- **LinkedIn:** https://www.linkedin.com/company/timothycliffordcfp

## Regulatory record

- **CRD number:** 165246
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165246

## About

CORE WEALTH CONSULTANTS, LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who leads Core Wealth Consultants?

The names of the firm's principals or investment committee members are not disclosed in any public record or the firm's own communications.

### Does Core Wealth Consultants report AUM or investment performance?

No AUM figures, investment track record, or performance data have been publicly disclosed by the firm.

### Can allocators verify Core Wealth Consultants' regulatory status?

As an RIA, Core Wealth Consultants or a state securities regulator. Allocators should verify the firm's current status and any disclosures through the SEC's Investment Adviser Public Disclosure (IAPD) database.

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Last updated: 2026-08-14T12:30:00.000Z

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