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CORE WEALTH ADVISORS

CORE WEALTH ADVISORS, LLC

CRD 157436 · SEC 801-132613

Visit website

150 W MARKET ST, SUITE 712, INDIANAPOLIS, IN, 46204, United States

Phone

317-497-0569

Fax

800-918-3465

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$143.8M

Discretionary AUM

$143.8M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals106$60.5M
High net worth individuals43$83.3M

States served

IN, FL

All web addresses on file

Official SEC filing: View on IAPD