CORE WEALTH ADVISORS, INC.
SEC file number 801-81079
· LAKELAND, FL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$506.4M
Discretionary AUM
$506.3M
Employees
10
Clients
2
Firm
- Address
- 124 SOUTH FLORIDA AVENUE
LAKELAND, FL 33801 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- FourStar Wealth Advisors, LLC Medium name-match confidence · CIK 1976124 · IL
- Wealth Advisors Feeder Fund I, L.P. Medium name-match confidence · CIK 1771889 · IL
- i2 Health Advisors Inc. Medium name-match confidence · CIK 2147485 · WA
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i2 Health Advisors Inc. · D · Jul 28, 2026$3.5M
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 27, 2026
-
FourStar Wealth Advisors, LLC · D · May 14, 2025
-
Wealth Advisors Feeder Fund I, L.P. · D/A · Mar 28, 2025