Core Wealth Advisors, Inc.
Firm details
- Headquarters
- Lakeland, Florida
- CRD number
- 174386
- Registered since
- March 9, 2015
- Website
- www.corewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.23%
- Individuals16.46%
- Pension & Profit Sharing Plans0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Core Wealth Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2015 and is owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of other advisers. Its business profile includes accounting services. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Contacts
3 of 11
Michael Scott
Director of Wealth StrategyCRD 6402002
Charles Foss
PresidentCRD 4633605
Derek Stross
Director Of TaxCRD 7652201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$537M in ETFs
65%
$351M
23%
$186M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $145M | 193,554 | 27.00% |
Location
Lakeland, FL
Polk
Location
Lakeland, FL
Headquartered in Lakeland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Polk
- Address
- 124 S Florida Ave
- Time zone
- ET (UTC-5)
- Office locations
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