Core Wealth Advisors, Inc.
● SEC registered since 2015CRD 174386SEC# 801-81079Lakeland, FL
Reg. AUM
$702.1M
Employees
13
Accounts
1,288
Location
Lakeland, FL
Core Wealth Advisors, Inc. assets under management
Core Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Lakeland, FL. The firm has been registered since 2015. It reports $702.1 million in regulatory assets under management and employs 13 people.
Core Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Taylor Foss | Vice President, Shareholder | 10-25% | 2018 |
| Charles Taylor Foss Control | President, Shareholder | 50-75% | 2013 |
| Nathan Harold Dunham Control | Vice President, Shareholder | 10-25% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Core Wealth Advisors, Inc. manage?
Core Wealth Advisors, Inc. reports $702.1 million in regulatory assets under management on its Form ADV.
How many employees does Core Wealth Advisors, Inc. have?
Core Wealth Advisors, Inc. reports 13 employees.
Where is Core Wealth Advisors, Inc. located?
Core Wealth Advisors, Inc. is based in Lakeland, FL and has been SEC-registered since 2015.
Does Core Wealth Advisors, Inc. disclose fund performance?
Core Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 124 South Florida Avenue, 4th Floor, Lakeland, FL 33801 |
| Phone | 863-904-4745 |
| Fax | 863-940-4790 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$702.1M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$702.1Mregulatory AUM
Discretionary $702.1M