CORE WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$702,121,920
Discretionary
$702,121,920
Non-discretionary
$0
Firm details
- CRD number
- 174386
- SEC file number
- 801-81079
- Main office
- LAKELAND, FL, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/COREWEALTH
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.