CORE WEALTH ADVISORS, INC. of LAKELAND, FL is an SEC-registered investment adviser (CRD 174386). Regulatory assets under management: $702.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Charles Taylor Foss | PRESIDENT, SHAREHOLDER | — |
| Nathan Harold Dunham | VICE PRESIDENT, SHAREHOLDER | — |
| Paul Richard Weaver | CHIEF COMPLIANCE OFFICER | — |
| Andrew Taylor Foss | VICE PRESIDENT, SHAREHOLDER | — |
| FOSS CHARLES TAYLOR | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, SHAREHOLDER (+2 more) | — |
| DUNHAM NATHAN H | VICE PRESIDENT | — |
| DUNHAM NATHAN HAROLD | VICE PRESIDENT; VICE PRESIDENT, SHAREHOLDER | — |
| WEAVER PAUL RICHARD | CHIEF COMPLIANCE OFFICER | — |