Core Wealth Advisors
Core Wealth Advisors is an SEC-registered mass-market adviser in Indianapolis, IN with $143.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Core Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157436, SEC 801-132613, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $143.8M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 3
- Clients
- 149
- CRD
- 157436
- Ownership
- NORRIS, JOBY, PATRICK; GOOD, BRADLEY, ALLIN
How much AUM does Core Wealth Advisors have?
Core Wealth Advisors reported $143.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Core Wealth Advisors?
Disclosed owners and executives of Core Wealth Advisors include NORRIS, JOBY, PATRICK, GOOD, BRADLEY, ALLIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.