RIA Intel›Advisers›Indiana›CORE WEALTH CONSULTANTS, LLC

CORE WEALTH CONSULTANTS, LLC

Advisory

IN

Data as of Jul 21, 2026 · Source: SEC Form ADV

Average account

$285K

across 150 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IN, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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LEWIS WEALTH MANAGEMENT, LLC

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AFFINITY FINANCIAL - THE WALKER GROUP LLC

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