# Local Wealth Advisors

> Local Wealth Advisors is a state-registered investment advisory firm in Naples, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 336279
- Filed as: LOCAL WEALTH ADVISORS
- Legal name: Local Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336279
- AdvisorCensus page: https://advisorcensus.com/firm/local-wealth-advisors-naples-fl-336279

## Quick answers

**How is Local Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Local Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Local Wealth Advisors located?**
Local Wealth Advisors' principal office is in Naples, FL, according to its Form ADV.

**Is Local Wealth Advisors registered with the SEC or a state?**
Local Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336279.

**How much does Local Wealth Advisors manage?**
Local Wealth Advisors reports $5,330,000 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (81% discretionary).

**What types of clients does Local Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); pension and profit sharing plans (but not the plan participants or government pension plans) (4); high net worth individuals (2).

**Does Local 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336279

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,330,000
- Discretionary: $4,330,000
- Non-discretionary: $1,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $1,830,000 |
| High net worth individuals | 2 | $2,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,000,000 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- localwealthadvisors.com
- Facebook @CharleyCorbettCFP
- Facebook @localwealthadvisors
- Instagram @charley_corbett
- Instagram @localwealthadvisors
- LinkedIn @local-wealth-advisors
- LinkedIn @charley-corbett
- TikTok @localcharley
- YouTube @charleycorbett

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Local Wealth Advisors (CRD 336279): Form ADV filing data as of October 2026.