Core Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lakeland, FL. Its latest Form ADV filing, dated March 10, 2026, reports $702M in regulatory assets under management, 12 employees, and 1,288 accounts.
Assets Under Management
$702M
Employees
12
Offices
--
Total Clients
586
Primary office
LAKELAND, FL
124 SOUTH FLORIDA AVENUE, 4TH FLOOR, LAKELAND, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.3% of total clients.
Top client categories% of clientsClients
1
HNWI
76.3%
447
2
Individuals
23.7%
139
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$702Mas of March 10, 2026
Discretionary100.0%
$702M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$702M
Total Accounts1,288
10Y AUM Change+$561M (+395.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee49:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.