Core Wealth Advisors Inc

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Assets, Funds, Holdings

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Core Wealth Advisors Inc
CRD #174386
SEC #801-81079
CIK #0001770532
AUM $506.4 MM (2024-08-19)
Employees 10 (80% Investors, 0% Brokers)
Phone863-904-4745
Address124 South Florida Avenue
Lakeland, FL 33801
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
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 ($MM)
3002401801206002018202020222025
AUM Breakdown Accounts AUM ($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
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