Core Wealth Advisors
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 157436
- Registered since
- June 6, 2025
- Website
- mycorewealthadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.91%
- Individuals42.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Core Wealth Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2025 and focuses on serving individuals and families. Its client work centers on financial planning and discretionary portfolio management for individuals and small businesses, and it also operates as an insurance broker. Fee arrangements include a percentage of assets under management and hourly billing. The firm is not an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds19%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$145M in ETFs
48%
$70.3M
35%
$75M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $24.7M | 551,410 | 16.99% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 150 W Market St
- Time zone
- ET (UTC-5)
- Office locations
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