CORE WEALTH ADVISORS, LLC
CORE WEALTH ADVISORS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 157436). Regulatory assets under management: $143.8M.
Registration
- CRD: 157436
- SEC file number: 801-132613
- Type: Registered investment adviser
- Location: 150 W MARKET ST, SUITE 712, INDIANAPOLIS, IN, 46204
- Phone: 317-497-0569
- Latest filing: 2026-04-22
- Regulatory AUM: $143.8M
- Discretionary AUM: $143.8M
- Clients: 3
- Accounts: 149
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Joby Patrick Norris | CHIEF EXECUTIVE OFFICER | — |
| Bradley Allin Good | CHIEF COMPLIANCE OFFICER | — |
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