SourcingSourcing

CORE WEALTH ADVISORS, LLC

B55
CRD 157436·SEC 801-132613·INDIANAPOLIS, IN
AUM
$143.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$431K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORE WEALTH ADVISORS, LLC
CRD
157436
SEC file #
801-132613
EIN
275553618
DBA names
Core Wealth Advisors

Economics

AUM
$143.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.3M → $143.8M▲ +15%
Client mix
Individuals Other106
Individuals High Net Worth43

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
mycorewealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOOD, BRADLEY, ALLIN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GOOD, BRADLEY, ALLIN
NORRIS, JOBY, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MYCOREWEALTHADVISORS.COM
Rdap Domain Creation Date
2011-04-02T18:59:26Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110114
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002110114-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
150 W MARKET ST, SUITE 712INDIANAPOLIS, IN 46204
Business
150 W MARKET ST, SUITE 712INDIANAPOLIS, IN 46204
Edgar EIN
275553618
Edgar Recent Filings
13F-HR2026-04-28 · 0002110114-26-000003
13F-HR/A2026-02-10 · 0002110114-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-14T11:59:59Z
Rdap Domain Last Changed
2024-09-15T14:02:21Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4132749
Trust Company Affiliate
No

People (3)

3
GOOD, BRADLEY, ALLIN
IAR · Direct Owner · 62.5%
4132749
NORRIS, JOBY, PATRICK
IAR · Direct Owner · 62.5%
2616152
Thomas Joseph Farrer
IAR
7236529