SEC Form ADV

CORE WEALTH ADVISORS, INC.

Firm profile: Core Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$702.1M

Assets Under Management

1,288

Total Clients

Get LP Contact Details

Registration Details

Accession: CRD-174386
Location: LAKELAND, FL
Filing Date: May 4, 2026
AUM: $702.1M
Total Clients: 1,288
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

CORE WEALTH ADVISORS, INC. is a registered investment adviser headquartered in LAKELAND, FL, managing approximately $702.1M in assets across 1,288 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings