DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CORE WEALTH ADVISORS, LLC, CRD 157436
INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOBY PATRICK NORRIS | n/a | INDIANAPOLIS, IN | 15 | 31 | 1 | no |
| BRADLEY ALLIN GOOD | n/a | INDIANAPOLIS, IN | 15 | 26 | 1 | no |
| Thomas Joseph Farrer | n/a | INDIANAPOLIS, IN | 1 | 13 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GOOD, BRADLEY, ALLIN | CHIEF COMPLIANCE OFFICER | D | yes | 03/2011 | Apr 22, 2026 | Apr 22, 2026 |
| NORRIS, JOBY, PATRICK | CHIEF EXECUTIVE OFFICER | D | yes | 03/2011 | Apr 22, 2026 | Apr 22, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 22, 2026 | $144M | $144M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $144M | n/a | n/a | n/a | n/a | 3 | n/a | 0 | n/a |