CORE WEALTH ADVISORS

Overview

Core Wealth Advisors is an independent registered investment adviser structured as an LLC that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with financial planning and also operates as an insurance broker. Its client-fee model mixes a percentage-of-AUM fee with hourly billing for planning or advisory work. Core Wealth Advisors is not positioned as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor. Regulatory data lists the firm’s SEC registration year as 2025. The adviser reports a single-owner, individual ownership structure and focuses on traditional wealth management rather than multi-state or related-adviser models.

Assets & Accounts

Public Holdings

Investments & Alternatives