Core Wealth Advisors, LLC
● SEC registered since 2025CRD 157436SEC# 801-132613Indianapolis, IN
Reg. AUM
$143.8M
Employees
3
Accounts
149
Location
Indianapolis, IN
Core Wealth Advisors, LLC assets under management
Core Wealth Advisors, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2025. It reports $143.8 million in regulatory assets under management and employs 3 people.
Core Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Allin Good Control | Chief Compliance Officer | 50-75% | 2011 |
| Joby Patrick Norris Control | Chief Executive Officer | 50-75% | 2011 |
Frequently asked questions
How much does Core Wealth Advisors, LLC manage?
Core Wealth Advisors, LLC reports $143.8 million in regulatory assets under management on its Form ADV.
How many employees does Core Wealth Advisors, LLC have?
Core Wealth Advisors, LLC reports 3 employees.
Where is Core Wealth Advisors, LLC located?
Core Wealth Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2025.
Does Core Wealth Advisors, LLC disclose fund performance?
Core Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 W Market St, Suite 712, Indianapolis, IN 46204 |
| Phone | 317-497-0569 |
| Fax | 800-918-3465 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.8M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$143.8Mregulatory AUM
Discretionary $143.8M