|
⚲
|
| Keyboard |
| Core Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 157436 |
| SEC # | 801-132613 |
| CIK # | 0001770532, 0002110114 |
| AUM | 143.8 M (2026-04-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 317-497-0569 |
| Address | 150 W Market St, Suite 712 Indianapolis, IN 46204 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Caterpillar Inc | 3.7 | ||
| Nvidia Corp | 2.2 | ||
| Amazon Com Inc | 2.1 | ||
| International Business Machines Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 60.5 |
| (b) Individuals (high net worth individuals) | 43 | 83.3 |
| (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 | 0.0 |
| (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 | 149 | 143.8 |
| By Discretionary | ||
| Discretionary | 149 | 143.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 149 | 143.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.8 | |
| Total | 149 | 143.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001770532] | |
| 13F-HR | [0002110114] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Burgess Investment Management and Research Inc
✚
|
144.2 M | |
|
Aviator Financial Consulting LLC
✚
|
TX | 144.1 M |
|
Private Lane Capital LLC
✚
|
144.1 M | |
|
James I Black & Company
✚
|
FL | 144.1 M |
|
Tactivest LLC
✚
|
144.0 M | |
|
Aqua Capital Advisors LLC
✚
|
CA | 143.8 M |
|
Chastain Wealth Management LLC
✚
|
143.8 M | |
|
Fog City Advisors LLC
✚
|
CA | 143.6 M |
|
Todo Capital LLC
✚
|
143.6 M | |
|
Rivertree Wealth LLC
✚
|
AR | 143.1 M |