Core Wealth Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

174386

SEC number

801-81079

Firm type

RIA

Assets under management

$702.1M as of Jun 4, 2026

Website

twitter.com/COREWEALTH ↗

Phone

863-904-4745

Address

124 South Florida Avenue, Lakeland, FL, 33801

Advisors at this firm

11 in our index · page 1 of 1

• Heath Randall ClevengerCRD 8291720 · Lakeland, FL
  IA Registered
• Nathan Harold DunhamCRD 4727016 · Lakeland, FL
  IA Registered
• Michael John EhlenbeckCRD 6550161 · Lakeland, FL
  IA Registered
• Andrew Taylor FossCRD 6271505 · Lakeland, FL
  IA Registered
• Charles Taylor FossCRD 4633605 · Lakeland, FL
  IA Registered
• Benjamin Paul GreenmanCRD 7809109 · Lakeland, FL
  IA Registered
• Kenneth Galen MooreCRD 7558948 · Lakeland, FL
  IA Registered
• Michael Edward ScottCRD 6402002 · Lakeland, FL
  IA Registered
• Derek Declan Dimond StrossCRD 7652201 · Lakeland, FL
  IA Registered
• Haley Lynn TongeCRD 8138478 · Lakeland, FL
  IA Registered
• Paul Richard WeaverCRD 5475305 · Lakeland, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.