What departments does CORE Wealth Advisors, Inc. have?

CORE Wealth Advisors, Inc. has employees across 2 departments including Finance, Analytics.

What is the largest department at CORE Wealth Advisors, Inc.?

The largest department at CORE Wealth Advisors, Inc. is Finance with 4 employees.

Where are CORE Wealth Advisors, Inc. employees located globally?

CORE Wealth Advisors, Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has CORE Wealth Advisors, Inc.'s team size changed over time?

CORE Wealth Advisors, Inc.'s team has remained stable from approximately 10 to 10 employees based on available data.

CORE Wealth Advisors, Inc. Employee Directory

Financial ServicesFlorida, United States11-50 Employees

CORE Wealth Advisors, Inc. is a financial services firm based in Lakeland, Florida. It originated from providing financial direction for professional athletes and has evolved into a boutique wealth management practice that now serves small business owners, educators, professionals, and others. The firm views wealth management as an ongoing process that goes beyond investments, focusing on long-term relationships and a tailored advisory experience across multiple aspects of a client’s life. Its stated aim is to be the core advisor for all wealth management decisions, delivering a collaborative and transparent approach to strategy development.

As a participant in the financial services landscape, CORE Wealth positions itself as a boutique alternative to larger firms, emphasizing a personalized, long-term advisory relationship. In late 2022, the firm disclosed acquiring a stake in the Vanguard Mid-Cap ETF.

CORE Wealth Advisors, Inc. Global Highlights

North America
14

United States Of America
14

Oceania
1

Australia
1

CORE Wealth Advisors, Inc.'s Leadership

N. D.
Co Founder
Mobile Phone
Email
P. W.
Director Of Investments, Chief Compliance Officer
Mobile Phone
Email
D. S.
Director Of Tax Strategy, Financial Advisor
Mobile Phone
Email
L. B.
Director Of Client Services
Mobile Phone
Email
B. G.
Financial Advisor & Client Relationship Manager
Mobile Phone
Email
S. R.
Customer Relationship Manager
Mobile Phone
Email
C. F.
Principal
Mobile Phone
Email
K. M.
Financial Advisor
Mobile Phone
Email

CORE Wealth Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from CORE Wealth Advisors, Inc.

Name

Title

Contact

Location

Last Update

M. D.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is CORE Wealth Advisors, Inc. known for?

CORE Wealth Advisors, Inc. was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-863-904-****

. Explore CORE Wealth Advisors, Inc.'s company overview page for more information.

What is CORE Wealth Advisors, Inc.'s most common email format?

CORE Wealth Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CORE Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does CORE Wealth Advisors, Inc. have currently?

CORE Wealth Advisors, Inc. has approximately 13 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are CORE Wealth Advisors, Inc.'s key employees and leadership?

As of August 2026, CORE Wealth Advisors, Inc.'s key employees include:

Co Founder: N. D.
Director Of Investments, Chief Compliance Officer: P. W.
Director Of Tax Strategy, Financial Advisor: D. S.
Director Of Client Services: L. B.
Financial Advisor & Client Relationship Manager: B. G.

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CORE Wealth Advisors, Inc. Employee Directory

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