|
⚲
|
| Core Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 157436 |
| SEC # | 801-132613 |
| CIK # | 0001770532 |
| AUM | $125.3 M (2025-07-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 317-497-0569 |
| Address | 150 W Market St, Suite 712 Indianapolis, IN 46204 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Amazon Com Inc | 2.2 | ||
| International Business Machines Corp | 2.1 | ||
| Caterpillar Inc | 2.1 | ||
| Nvidia Corp | 1.5 | ||
| Salesforce Com Inc | 1.5 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 46.1 |
| (b) Individuals (high net worth individuals) | 42 | 79.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 125.3 |
| By Discretionary | ||
| Discretionary | 146 | 125.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 125.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.3 | |
| Total | 146 | 125.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001770532] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Probability Partners LLC
✚
|
0.1 | |
|
The Practical Planner LLC
✚
|
MA | 0.1 |
|
Hegarty Advisors LLC
✚
|
NY | 0.1 |
|
Opus Financial Solutions LLC
✚
|
IL | 0.1 |
|
James Scott S Co
✚
|
VA | 0.1 |
|
Liberty Financial Group Inc
✚
|
WI | 0.1 |
|
Quantum Capital Investments Inc
✚
|
0.1 | |
|
Integrated Financial Consulting LLC
✚
|
NY | 0.1 |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
Vilga Financial Planning LLC
✚
|
0.1 |