CORE WEALTH ADVISORS, INC.

LAKELAND, Florida·4 registered advisors·CRD# 174386
SEC# 801-810790863-904-4745
01

Firm Overview

AUM
$506M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CORE WEALTH ADVISORS, INC.

4 registered advisors
Andrew Taylor Foss
LAKELAND, Florida
Charles Taylor Foss
LAKELAND, Florida
Nathan Harold Dunham
LAKELAND, Florida
Paul Richard Weaver
LAKELAND, Florida
05

Office Locations

LAKELAND, Florida
4 advisors

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Data sourced from SEC Form ADV filings. CORE WEALTH ADVISORS, INC. (CRD# 174386) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.