RIA Intel›Advisers›Florida›CORE WEALTH ADVISORS, INC.

CORE WEALTH ADVISORS, INC.

Advisory

N·LAKELAND, FL

Data as of Jul 6, 2026 · Source: SEC Form ADV

Total AUM
$702M
1-Year AUM Growth
+12.7%
3-Year CAGR
+11.3%
Employees
11
Assets Under Management
Total AUM$702M
Discretionary AUM$702M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients490
Team
Total Employees11
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingFeb 26, 2015
Latest FilingJul 6, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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