AdvisorCensus / Financial advisors / Indiana / Indianapolis / Core Wealth Advisors
Core Wealth Advisors
Filed as CORE WEALTH ADVISORS · Legal name Core Wealth Advisors, LLC
Core Wealth Advisors is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.
Quick answers
From the filingHow is Core Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Core Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Core Wealth Advisors located?
Core Wealth Advisors' principal office is in Indianapolis, IN, according to its Form ADV.
Is Core Wealth Advisors registered with the SEC or a state?
Core Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 157436.
How much does Core Wealth Advisors manage?
Core Wealth Advisors reports $143,776,874 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).
How have Core Wealth Advisors' assets and staff changed since 2025?
In the Form ADV data for Core Wealth Advisors: Regulatory assets under management: $125,290,842 in the October 2025 data and $143,776,874 in the October 2026 data, up 15%. Total employees: 3 in October 2025 and 3 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 serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (43).
Does Core Wealth Advisors 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/157436
Does Core Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated April 22, 2026 says: "Currently, CORE Wealth Advisors does not have a minimum account size or any requirements to maintain an account."
What changed in Core Wealth Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $125,290,842 to $143,776,874 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Currently, CORE Wealth Advisors does not have a minimum account size or any requirements to maintain an account.
As stated in the firm's Form ADV Part 2A brochure dated April 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$143,776,874 as of October 2026, filing dated April 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Core Wealth Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $143,776,874 | 3 | April 22, 2026 |
| October 2025 | $125,290,842 | 3 | July 3, 2025 |
Regulatory assets under management: $125,290,842 in the October 2025 data and $143,776,874 in the October 2026 data, up 15%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $125,290,842 to $143,776,874 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Core Wealth Advisors (CRD 157436): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/core-wealth-advisors-indianapolis-in-157436