RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERNA Control
FOSS, CHARLES, TAYLORIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENTE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERE Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
FOSS, CHARLES, TAYLORIPRESIDENT, SHAREHOLDERD Control
DUNHAM, NATHAN, HIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENTB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
DUNHAM, NATHAN, HAROLDIVICE PRESIDENT, SHAREHOLDERB Control
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERB
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORISHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
FOSS, ANDREW, TAYLORIVICE PRESIDENT, SHAREHOLDERA
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control
WEAVER, PAUL, RICHARDICHIEF COMPLIANCE OFFICERA Control

Registrations

Federal

IA
Nov 18, 2025 REGISTERED

Notice Filings (9)

AL CT FL GA NC NY PA TN TX

Address

124 SOUTH FLORIDA AVENUE
4TH FLOOR
LAKELAND, FL 33801
United States
Phone: 863-904-4745