Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. is an SEC-registered wealth manager in Lakeland, FL with $702.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Core Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174386, SEC 801-81079, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $702.1M (2026-06-04)
- Firm type
- Wealth Manager
- Location
- Lakeland, FL
- Employees
- 13
- Clients
- 586
- CRD
- 174386
- Ownership
- DUNHAM, NATHAN, HAROLD; DUNHAM, NATHAN, H; FOSS, CHARLES, TAYLOR; WEAVER, PAUL, RICHARD; FOSS, ANDREW, TAYLOR
How much AUM does Core Wealth Advisors, Inc. have?
Core Wealth Advisors, Inc. reported $702.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Core Wealth Advisors, Inc.?
Disclosed owners and executives of Core Wealth Advisors, Inc. include DUNHAM, NATHAN, HAROLD, DUNHAM, NATHAN, H, FOSS, CHARLES, TAYLOR, WEAVER, PAUL, RICHARD, FOSS, ANDREW, TAYLOR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.