Core Wealth Advisors, Inc.

Overview

Core Wealth Advisors, Inc. is an SEC registered investment adviser based in Lakeland, FL, registered since 2015. It reports $702M in assets under management across 1,288 accounts, with 13 employees. It has 11 investment adviser representatives.

Reported AUM

$702M

Discretionary

100%

Accounts

1,288

Average account

$545K

Employees

13

Advisory reps

11

Registered since

2015

Jurisdictions

9

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Charles Taylor Foss President, Shareholder CRD 4633605
• Paul Richard Weaver II Chief Compliance Officer CRD 5475305
• Andrew Taylor Foss Vice President, Shareholder CRD 6271505

1 more executive officer, with direct contact details

Advisory reps 3 of 11

• Heath Randall Clevenger Investment Adviser Rep CRD 8291720
• Nathan Harold Dunham Investment Adviser Rep CRD 4727016
• Michael John Ehlenbeck Investment Adviser Rep CRD 6550161

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

124 S Florida Ave Fl 4
Lakeland, FL 33801

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: corewealth.com

Every state, with registration dates

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