CORE WEALTH ADVISORS, INC.
CRD #174386 SEC #801-81079 LAKELAND, FL 863-904-4745
SEC Registered
Total AUM
$570.6M
Discretionary
$570.6M
Employees
12
Clients
101
Accounts
1,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $570.6M | $570.6M | $0 | 12 | 4 |
| Oct 2025 | $570.6M | $570.6M | $0 | 12 | 4 |
| Mar 2025 | $570.6M | $570.6M | $0 | 12 | 4 |
| Nov 2024 | $506.4M | $506.3M | $147.2K | 10 | 2 |
| Aug 2024 | $506.4M | $506.3M | $147.2K | 10 | 2 |
| Feb 2024 | $506.4M | $506.3M | $147.2K | 10 | 2 |
| Nov 2023 | $411.9M | $411.8M | $142.8K | 9 | 3 |
| Oct 2023 | $411.9M | $411.8M | $142.8K | 9 | 3 |
| Jul 2023 | $411.9M | $411.8M | $142.8K | 9 | 3 |
| Feb 2023 | $411.9M | $411.8M | $142.8K | 9 | 3 |
| Dec 2022 | $410.7M | $410.6M | $139.7K | 9 | 1 |
| Jul 2022 | $410.7M | $410.6M | $139.7K | 9 | 1 |
| Mar 2022 | $410.7M | $410.6M | $139.7K | 9 | 1 |
| Dec 2021 | $324.8M | $324.7M | $132.6K | 8 | 1 |
| Nov 2021 | $324.8M | $324.7M | $132.6K | 8 | 1 |
| May 2021 | $324.8M | $324.7M | $132.6K | 8 | 1 |
| Mar 2021 | $324.8M | $324.7M | $132.6K | 9 | 1 |
| Dec 2020 | $267.4M | $267.2M | $125.9K | 9 | 1 |
| Jul 2020 | $267.4M | $267.2M | $125.9K | 9 | 1 |
| Jun 2020 | $267.4M | $267.2M | $125.9K | 9 | 1 |
| Feb 2020 | $267.4M | $267.2M | $125.9K | 9 | 1 |
| Jan 2020 | $208.9M | $208.8M | $119.6K | 8 | 1 |
| Feb 2019 | $208.9M | $208.8M | $119.6K | 8 | 1 |
| Oct 2018 | $181.6M | $181M | $545.9K | 8 | 0 |
| Feb 2018 | $181.6M | $181M | $545.9K | 8 | 0 |
| Jun 2017 | $141.6M | $141.2M | $450.7K | 6 | 300 |
| Jan 2017 | $141.6M | $141.2M | $450.7K | 6 | 300 |
| Mar 2016 | $103.4M | $103M | $367.1K | 5 | 200 |
| Jun 2015 | $100.4M | $100M | $375K | 5 | 0 |
| Jun 2015 | $0 | $0 | $0 | 5 | 0 |
| Mar 2015 | $0 | $0 | $0 | 5 | 0 |
| Feb 2015 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$570.6M
Discretionary$570.6M
Non-Disc.$0
Employees12
Clients4
DateOct 2025
Total AUM$570.6M
Discretionary$570.6M
Non-Disc.$0
Employees12
Clients4
DateMar 2025
Total AUM$570.6M
Discretionary$570.6M
Non-Disc.$0
Employees12
Clients4
DateNov 2024
Total AUM$506.4M
Discretionary$506.3M
Non-Disc.$147.2K
Employees10
Clients2
DateAug 2024
Total AUM$506.4M
Discretionary$506.3M
Non-Disc.$147.2K
Employees10
Clients2
DateFeb 2024
Total AUM$506.4M
Discretionary$506.3M
Non-Disc.$147.2K
Employees10
Clients2
DateNov 2023
Total AUM$411.9M
Discretionary$411.8M
Non-Disc.$142.8K
Employees9
Clients3
DateOct 2023
Total AUM$411.9M
Discretionary$411.8M
Non-Disc.$142.8K
Employees9
Clients3
DateJul 2023
Total AUM$411.9M
Discretionary$411.8M
Non-Disc.$142.8K
Employees9
Clients3
DateFeb 2023
Total AUM$411.9M
Discretionary$411.8M
Non-Disc.$142.8K
Employees9
Clients3
DateDec 2022
Total AUM$410.7M
Discretionary$410.6M
Non-Disc.$139.7K
Employees9
Clients1
DateJul 2022
Total AUM$410.7M
Discretionary$410.6M
Non-Disc.$139.7K
Employees9
Clients1
DateMar 2022
Total AUM$410.7M
Discretionary$410.6M
Non-Disc.$139.7K
Employees9
Clients1
DateDec 2021
Total AUM$324.8M
Discretionary$324.7M
Non-Disc.$132.6K
Employees8
Clients1
DateNov 2021
Total AUM$324.8M
Discretionary$324.7M
Non-Disc.$132.6K
Employees8
Clients1
DateMay 2021
Total AUM$324.8M
Discretionary$324.7M
Non-Disc.$132.6K
Employees8
Clients1
DateMar 2021
Total AUM$324.8M
Discretionary$324.7M
Non-Disc.$132.6K
Employees9
Clients1
DateDec 2020
Total AUM$267.4M
Discretionary$267.2M
Non-Disc.$125.9K
Employees9
Clients1
DateJul 2020
Total AUM$267.4M
Discretionary$267.2M
Non-Disc.$125.9K
Employees9
Clients1
DateJun 2020
Total AUM$267.4M
Discretionary$267.2M
Non-Disc.$125.9K
Employees9
Clients1
DateFeb 2020
Total AUM$267.4M
Discretionary$267.2M
Non-Disc.$125.9K
Employees9
Clients1
DateJan 2020
Total AUM$208.9M
Discretionary$208.8M
Non-Disc.$119.6K
Employees8
Clients1
DateFeb 2019
Total AUM$208.9M
Discretionary$208.8M
Non-Disc.$119.6K
Employees8
Clients1
DateOct 2018
Total AUM$181.6M
Discretionary$181M
Non-Disc.$545.9K
Employees8
Clients0
DateFeb 2018
Total AUM$181.6M
Discretionary$181M
Non-Disc.$545.9K
Employees8
Clients0
DateJun 2017
Total AUM$141.6M
Discretionary$141.2M
Non-Disc.$450.7K
Employees6
Clients300
DateJan 2017
Total AUM$141.6M
Discretionary$141.2M
Non-Disc.$450.7K
Employees6
Clients300
DateMar 2016
Total AUM$103.4M
Discretionary$103M
Non-Disc.$367.1K
Employees5
Clients200
DateJun 2015
Total AUM$100.4M
Discretionary$100M
Non-Disc.$375K
Employees5
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0