|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Core Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 174386 |
| SEC # | 801-81079 |
| CIK # | 0001770532 |
| AUM | $570.6 M (2025-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 863-904-4745 |
| Address | 124 South Florida Avenue Lakeland, FL 33801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Amazon Com Inc | 2.2 | ||
| International Business Machines Corp | 2.1 | ||
| Caterpillar Inc | 2.1 | ||
| Nvidia Corp | 1.5 | ||
| Salesforce Com Inc | 1.5 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 90.8 |
| (b) Individuals (high net worth individuals) | 369 | 477.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 570.6 |
| By Discretionary | ||
| Discretionary | 1,053 | 570.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,053 | 570.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 570.6 | |
| Total | 1,053 | 570.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001770532] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Management Associates Inc
✚
|
CO | 0.6 |
|
Silverlake Wealth Management LLC
✚
|
VT | 0.6 |
|
Altus Wealth Group LLC
✚
|
CO | 0.6 |
|
Pinnacle Financial Group LLC
✚
|
IL | 0.6 |
|
ABLE Financial Group LLC
✚
|
AZ | 0.6 |
|
NWK Group Inc
✚
|
CA | 0.6 |
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 0.6 |
|
Bright Financial Advisors Inc
✚
|
MI | 0.6 |
|
Early McClintic & McMillan LLC
✚
|
TX | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |