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| Core Wealth Advisors Inc
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| |
|---|---|
| CRD # | 174386 |
| SEC # | 801-81079 |
| CIK # | 0001770532 |
| AUM | $506.4 MM (2024-08-19) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 863-904-4745 |
| Address | 124 South Florida Avenue Lakeland, FL 33801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CAT | 99,975.7 | 2.8 | |
| AAPL | 2,382,844.0 | 2.6 | |
| MRK | 232,371.9 | 2.4 | |
| AMZN | 1,092,997.8 | 2.1 | |
| CRM | 170,602.7 | 2.1 | |
| IBM | 127,593.9 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 88.6 |
| (b) Individuals (high net worth individuals) | 136 | 415.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 936 | 506.4 |
| By Discretionary | ||
| Discretionary | 935 | 506.3 |
| Non-Discretionary | 1 | 0.1 |
| Total | 936 | 506.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.4 | |
| Total | 936 | 506.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001770532] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ZEGA Investments
✚
|
FL | 0.5 |
|
Socorro Asset Management LP
✚
|
TX | 0.5 |
|
DOHJ LLC
✚
|
WA | 0.5 |
|
KERA Capital Partners Inc
✚
|
CA | 0.5 |
|
AAF Wealth Management LLC
✚
|
MA | 0.5 |
|
Financial Alternatives Inc
✚
|
CA | 0.5 |
|
High Note Wealth LLC
✚
|
MN | 0.5 |
|
Autumn Glory Partners LLC
✚
|
TX | 0.5 |
|
Southland Equity Partners LLC
✚
|
MO | 0.5 |
|
Early McClintic & McMillan LLC
✚
|
TX | 0.5 |