This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$702MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$702M

Private client RAUM

$700MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

11

RAUM per advisor

$63.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

13

Advisory employees

11

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,288

Individual clients

139

High net worth clients

447

Custody, client assets

$14.9M

SEC number

801-81079

CRD

174386

Filings on the tape

37

First filed

Feb 26, 2015

Latest filed

Jul 6, 2026

Organised

Corporation, FL

• Occurred

  Feb 26, 2015
  First Form ADV filing

  Core Wealth Advisors, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e6ae3bd-aad7-1d06-2f61-c3691ad0588e

First observed

Feb 26, 2015

Last observed

Jul 6, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.