# Core Wealth Advisors

> 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.

- CRD: 157436
- Filed as: CORE WEALTH ADVISORS
- Legal name: Core Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157436
- AdvisorCensus page: https://advisorcensus.com/firm/core-wealth-advisors-indianapolis-in-157436

## Quick answers

**How 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.

**How much does Core Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated April 22, 2026 states: Hourly rate: $300 an hour (non-discretionary Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Account minimum: None

> Currently, CORE Wealth Advisors does not have a minimum account size or any requirements to maintain an account.

- Hourly rate: $300 an hour (non-discretionary Financial Planning)

> The fee charged for this service will be an hourly rate of $300.00.

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

### Regulatory assets under management (Item 5.F)
- Total: $143,776,874
- Discretionary: $143,776,874
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $60,519,719 |
| High net worth individuals | 43 | $83,257,155 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mycorewealthadvisors.com](https://mycorewealthadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $125,290,842 | 3 | July 3, 2025 |
| October 2026 | $143,776,874 | 3 | April 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $125,290,842 to $143,776,874 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Wealth Advisors (CRD 157436): Form ADV filing data as of October 2026.