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Core Wealth Advisors, LLC

● SEC registered since 2025CRD 157436SEC# 801-132613Indianapolis, IN
Export (members)
Reg. AUM
$125.3M
Employees
3
Accounts
146
Location
Indianapolis, IN

Core Wealth Advisors, LLC assets under management

Core Wealth Advisors, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2025. It reports $125.3 million in regulatory assets under management and employs 3 people.
www.mycorewealthadvisors.comView on SEC.gov ↗

Core Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Allin Good ControlChief Compliance Officer50-75%2011
Joby Patrick Norris ControlChief Executive Officer50-75%2011

Frequently asked questions

How much does Core Wealth Advisors, LLC manage?

Core Wealth Advisors, LLC reports $125.3 million in regulatory assets under management on its Form ADV.

How many employees does Core Wealth Advisors, LLC have?

Core Wealth Advisors, LLC reports 3 employees.

Where is Core Wealth Advisors, LLC located?

Core Wealth Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2025.

Does Core Wealth Advisors, LLC disclose fund performance?

Core Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 W Market St, Suite 712, Indianapolis, IN 46204
Phone317-497-0569
Fax800-918-3465
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.3M
Non-discretionary$0
Total (RAUM)$125.3M