Core Wealth Advisors, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 157436
· SEC file 801-132613
· Indianapolis, IN
· WWW.MYCOREWEALTHADVISORS.COM
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ADV data as of Apr 22, 2026
- Regulatory AUM
- $144M
- Discretionary
- $144M
- Clients
- 149
- Avg AUM / client
- $965K
- Accounts
- 149
- Employees
- 3
AUM over time
$116M
$144M
Mar 31, 2025
Apr 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $60.5M | 42.1% |
| High net worth individuals | 43 | $83.3M | 57.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Allin Good | Registered representative | Apr 2011 (15y) | ||
| Joby Patrick Norris | Registered representative | Apr 2011 (15y) | ||
| Thomas Joseph Farrer | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 855 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗