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CORE WEALTH ADVISORS, INC.
CRD 174386 · SEC 801-81079
124 SOUTH FLORIDA AVENUE, 4TH FLOOR, LAKELAND, FL, 33801, United States
Phone
863-904-4745
Fax
863-940-4790
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$702.1M
Discretionary AUM
$702.1M
Team
13 total employees; 10 advisory reps; 9 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $115.6M |
| High net worth individuals | 447 | $584.4M |
States served
GA, LA, NC, PA, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD