CORE WEALTH ADVISORS, LLC
Legal name: CORE WEALTH ADVISORS
CRD #157436 SEC #801-132613 INDIANAPOLIS, IN 317-497-0569
SEC Registered
Total AUM
$125.3M
Discretionary
$125.3M
Employees
3
Clients
101
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $125.3M | $125.3M | $0 | 3 | 0 |
| Jun 2025 | $124.6M | $124.6M | $0 | 3 | 0 |
| Jun 2025 | $116.1M | $116.1M | $0 | 3 | 0 |
| Mar 2025 | $116.1M | $116.1M | $0 | 3 | 0 |
DateJul 2025
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees3
Clients0