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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOOD, BRADLEY, ALLIN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GOOD, BRADLEY, ALLIN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GOOD, BRADLEY, ALLIN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GOOD, BRADLEY, ALLIN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| NORRIS, JOBY, PATRICK | I | CHIEF EXECUTIVE OFFICER | D | Control |
| NORRIS, JOBY, PATRICK | I | CHIEF EXECUTIVE OFFICER | D | Control |
| NORRIS, JOBY, PATRICK | I | CHIEF EXECUTIVE OFFICER | D | Control |
| NORRIS, JOBY, PATRICK | I | CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (2)
FL IN
Address
150 W MARKET ST, SUITE 712INDIANAPOLIS, IN 46204
United States
Phone: 317-497-0569