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CORE WEALTH ADVISORS

INDIANAPOLIS, IN · CRD 157436 · IAPD ↗ · mycorewealthadvisors.com · 317-497-0569

$143.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — CORE WEALTH ADVISORS (INDIANAPOLIS, IN) is newly SEC-registered with $124.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.