CORE WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2015

Total AUM

$702M

Discretionary

$702M

100% of AUM

Avg account

$545K

Accounts

1,288

Employees

Advisory reps

Firm details

Headquarters: LAKELAND, Florida
CRD number: 174386
Registered since: March 9, 2015
Website: www.corewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.23%
Individuals16.46%
Pension & Profit Sharing Plans0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Core Wealth Advisors, Inc. is an independent registered investment adviser that came under SEC registration in 2015 and is owned by an individual. The firm serves primarily individual and family clients and combines financial planning with discretionary portfolio management for individuals, small businesses, and institutions. It also acts as a capital allocator and offers selection of other advisers, indicating they outsource or co-manage some specialized strategies on behalf of clients. Advisory services are provided under a mixed fee arrangement: a percentage-of-AUM billing model supplemented by hourly and fixed-fee engagements. The firm lists accounting among its business activities and industry affiliations, which suggests accounting expertise is part of the client offering. Core Wealth identifies itself as not actively pursuing ESG investment mandates and does not operate as a multi-state adviser or pension consultant.