# CORE WEALTH ADVISORS, INC.

CORE WEALTH ADVISORS, INC. of LAKELAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 174386
- Type: SEC-registered investment adviser
- SEC file number: 801-81079
- Location: 124 SOUTH FLORIDA AVENUE, 4TH FLOOR, LAKELAND, FL, 33801
- Phone: 863-904-4745
- Latest filing: 2026-07-06
- Regulatory AUM: $702.1M
- Discretionary AUM: $702.1M
- Clients: 13
- Accounts: 1,288

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174386/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174386/similar
- Related entities: https://search.stillhousedata.com/firm/174386/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174386

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.