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CORE WEALTH ADVISORS, INC.

LAKELAND, FL · CRD 174386 · IAPD ↗ · 863-904-4745

$702.1MRegulatory AUM
11Advisory reps
13Employees
9Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — CORE WEALTH ADVISORS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CORE WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — CORE WEALTH ADVISORS, INC. now reports custody of client assets ($14.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
February 2026 — CORE WEALTH ADVISORS, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2024 — CORE WEALTH ADVISORS, INC. changed its website from guidingyourwealth.com to followthegameplan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
March 2024 — CORE WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($411.9M -> $506.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2024 — CORE WEALTH ADVISORS, INC. reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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