Core Wealth Advisors
- Company typePrivate
- Founded1999
- HeadquartersLakeland, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Core Wealth Advisors firmographics
Firmographics- Name
- Core Wealth Advisors
- Legal name
- CORE Wealth Advisors, Inc.
- Website
- https://corewealth.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Core Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Core Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Lakeland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Core Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Fees: CORE Wealth Advisors operates as a registered investment adviser (SEC file 174386) providing comprehensive wealth management services. Revenue is generated through advisory fees for financial planning, investment management, and related services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized advisory services with no one-size-fits-all pricing |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Core Wealth Advisors product offering
Product offeringCore offering
CORE Wealth Advisors is a privately held, SEC-registered independent investment advisory firm that provides comprehensive financial planning, investment management, family office, and trust/estate services. The firm coordinates in-house CPAs, CFPs, analysts, and family office staff to serve high-net-worth individuals, professional athletes, multigenerational families, and Publix shareholders through an open-architecture investment platform with multiple custodial relationships (Fidelity, Charles Schwab).
Product overview
CORE Wealth Advisors is a privately held, independent investment advisor offering a coordinated suite of financial services through five integrated products: Financial Planning (retirement, tax, insurance, estate, and Publix-specific planning), Wealth Management (asset allocation, open-architecture investments, alternative investments with Fidelity and Charles Schwab custodians), Family Office Services (comprehensive wealth coordination including reporting, bill pay, tax, insurance, transactions, and household payroll), CORE Wealth Trust (professional trustee and estate services via Sarasota Private Trust Company division), and Baseball Services (specialized financial services for professional athletes). These offerings operate as an integrated, in-house model where tax, planning, investments, asset protection, estate work, and family office support work together rather than being outsourced.
Differentiator
Problem solved
Functional benefit
Brands
- CORE Wealth Baseball: Specialized wealth management and lifestyle guidance services for professional baseball players, including financial planning, tax compliance, estate planning, and career transition support.
Products and services
- Financial Planning
Companies that use Core Wealth Advisors
Customer profileSegments4 records
Ideal customer profiles4 records
Core Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Core Wealth Advisors partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Sarasota Private Trust CompanycoreCORE Wealth Trust is a division of Sarasota Private Trust Company. This affiliation positions CORE to offer world-class trust and estate services with professional trustee capabilities. The partnership enables CORE to provide seamless trust and estate planning and administration solutions, acting as a trusted fiduciary.
- FidelitycoreOne of multiple custodial relationships providing clients with access to alternative investments, advanced trading tools, and international support. Fidelity serves as a platform for holding client assets.
- Charles SchwabcoreOne of multiple custodial relationships providing clients with enhanced flexibility, operational resilience, and access to lending capabilities and international support. Charles Schwab serves as a platform for holding client assets.
- CORE Wealth Accountants, LLCcoreAffiliate company sharing common ownership. Information is shared with this affiliate only if necessary to provide services for which clients have engaged the firm. The in-house CPA works closely with advisors to minimize tax liabilities.
Scale indicators7 records
Recent moves5 records
Expansion highlights5 records
Core Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Cetera Advisor Networks: Large IBD and wealth management platform supporting independent financial advisors. Comparable as a provider of custody and back-office services used by independent advisors serving HNW clients.
- Focus Financial Partners: Partnership platform aggregating independent RIAs serving HNW clients. Comparable as a wide umbrella for advisory firms serving HNW clients, but operates as a multi-firm consolidator rather than a single practice.
- Commonwealth Financial Network: Independent broker-dealer and RIA supporting independent financial advisors serving HNW households. Comparable as a registered investment advisory operating model within a broader IBD infrastructure.
Direct peers
- Wealth Enhancement Group: Independent wealth management firm offering financial planning, investment, and tax services to HNW individuals. Comparable open-architecture RIA serving similar client segments.
- Ronald Blue Trust: Fee-only RIA providing wealth management, estate planning, and trust services to HNW families. Comparable integrated wealth and trust offering, though differentiated by faith-based client focus.
- Krilogy Financial: Mid-size independent RIA providing financial planning and investment management to HNW families and individuals. Comparable open-architecture, planning-led advisory practice at similar scale.
- Carson Group: Wealth management firm serving advisors and HNW clients with planning, investment, and coaching services. Comparable as a large advisory practice serving HNW households with a team-based model.
- Mariner Wealth Advisors: Independent RIA providing wealth advisory, investment management, tax, estate, and family office services to HNW clients. Closely comparable integrated-stack, HNW-focused business model.
- Creative Planning: Large, multi-disciplinary RIA offering financial planning, investment management, and tax services to HNW clients. Comparable as a fee-only, independent, open-architecture advisory firm serving HNW individuals and families, though at substantially greater scale.
Emerging players
- Halberd Financial Group: Mid-size independent RIA providing investment management and financial planning to HNW clients and athletes. Comparable niche positioning serving professional athletes and HNW households, though smaller in scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Core Wealth Advisors compliance and trust
Trust signalCompliance2 records
Core Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Core Wealth Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Core Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Core Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Core Wealth Advisors
What does Core Wealth Advisors do?
CORE Wealth Advisors is a privately held, SEC-registered independent investment advisory firm that provides comprehensive financial planning, investment management, family office, and trust/estate services. The firm coordinates in-house CPAs, CFPs, analysts, and family office staff to serve high-net-worth individuals, professional athletes, multigenerational families, and Publix shareholders through an open-architecture investment platform with multiple custodial relationships (Fidelity, Charles Schwab).
Is Core Wealth Advisors a public or private company?
Core Wealth Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Core Wealth Advisors founded?
Core Wealth Advisors was founded in 1999. It employs 1 to 10 people.
Where is Core Wealth Advisors based?
Core Wealth Advisors is headquartered in Lakeland, United States, in the North America region.
How does Core Wealth Advisors make money?
One revenue line is on record: investment Advisory Fees.
Who are Core Wealth Advisors's main competitors?
Broad incumbents on record are Cetera Advisor Networks, Focus Financial Partners and Commonwealth Financial Network. Direct peers are Wealth Enhancement Group, Ronald Blue Trust, Krilogy Financial, Carson Group, Mariner Wealth Advisors and Creative Planning. Halberd Financial Group is listed as an emerging player.
Does Core Wealth Advisors have an API?
No public API is recorded for Core Wealth Advisors.
What industry is Core Wealth Advisors in?
Core Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.