SEC Form ADV

CORE WEALTH ADVISORS, INC.

Registered Investment AdviserFL
$702.1M
Assets Under Management
1,288
Total Clients
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Registration Details

Accession
CRD-174386
Location
LAKELAND, FL
Filing Date
May 4, 2026
AUM
$702.1M
Total Clients
1,288
Amendment
No

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.