# Core Wealth Advisors, Inc.

> Core Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Lakeland, FL, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 174386
- Filed as: CORE WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakeland, FL
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174386
- AdvisorCensus page: https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386

## Quick answers

**How is Core Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Core Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Core Wealth Advisors, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 6, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Core Wealth Advisors, Inc. located?**
Core Wealth Advisors, Inc.'s principal office is in Lakeland, FL, according to its Form ADV.

**Is Core Wealth Advisors, Inc. registered with the SEC or a state?**
Core Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174386.

**How much does Core Wealth Advisors, Inc. manage?**
Core Wealth Advisors, Inc. reports $702,121,920 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have Core Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Core Wealth Advisors, Inc.: Regulatory assets under management: $324,822,673 in the October 2021 data and $702,121,920 in the October 2026 data, up 116%. Total employees: 8 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Core Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (447); individuals (other than high net worth individuals) (139).

**Which custodians does Core Wealth Advisors, Inc. use?**
Core Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Core Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174386

**Does Core Wealth Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated July 6, 2026 says: "We serve individuals, high net worth individuals, corporations, and charitable organizations. We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee."

**What changed in Core Wealth Advisors, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 10 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 6, 2026)

- Asset-based fee: 1.5% of assets a year

> The standard annual fee schedule, based on a percentage of assets under management, is 1.50%. There is no minimum annual fee for any account.

- Account minimum: None

> We serve individuals, high net worth individuals, corporations, and charitable organizations. We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.

- Minimum annual fee: None

> The standard annual fee schedule, based on a percentage of assets under management, is 1.50%. There is no minimum annual fee for any account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $702,121,920
- Discretionary: $702,121,920
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $115,593,443 |
| High net worth individuals | 447 | $584,402,964 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,125,513 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 13 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, LA, NC, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- corewealth.com
- directingyourwhatifs.com
- followthegameplan.com
- guidingyourwealth.com
- Facebook @corewealthadvisors
- LinkedIn @corewealth
- X @COREWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $324,822,673 | 8 | May 24, 2021 |
| October 2022 | $410,700,707 | 9 | July 21, 2022 |
| October 2023 | $411,948,858 | 9 | July 20, 2023 |
| October 2024 | $506,426,918 | 10 | August 19, 2024 |
| October 2025 | $570,560,661 | 12 | March 27, 2025 |
| October 2026 | $702,121,920 | 13 | July 6, 2026 |

Regulatory assets under management: $324,822,673 in the October 2021 data and $702,121,920 in the October 2026 data, up 116%.
Total employees: 8 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 10 to 11.

### July 2026
- Registered or notice-filed in LA.

### June 2026
- Employees performing advisory functions went from 9 to 10.

### April 2026
- Regulatory assets under management went from $570,560,661 to $702,121,920 (+23%).

### February 2026
- Registered or notice-filed in VA.

### December 2025
- Employees performing advisory functions went from 8 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Wealth Advisors, Inc. (CRD 174386): Form ADV filing data as of October 2026.