CORE WEALTH CONSULTANTS, LLC

CORE WEALTH CONSULTANTS, LLC is an SEC-registered investment adviser (CRD 165246). Regulatory assets under management: $42.8M.

Registration

• CRD: 165246
• Type: Registered investment adviser
• Phone: 407-393-5985
• Latest filing: 2026-07-21
• Regulatory AUM: $42.8M
• Discretionary AUM: $42.8M
• Clients: 1
• Accounts: 150

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search