CORE Wealth Advisors Revenue

Financial Services • Lakeland, Florida, United States • 1-10 Employees

CORE Wealth Advisors revenue & valuation

Annual revenue	$34,300,000
Revenue per employee	$3,422,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$109,600,000
Total funding	No funding

Key Contacts at CORE Wealth Advisors

Haley Tonge

Director Of Trust & Estate Planning

Paul Weaver

Director Of Investments, Chief Compliance Officer

Derek Stross

Director Of Tax Strategy, Financial Advisor

Lisa Burton

Director Of Client Services

Company overview

Headquarters	231 North Kentucky Ave, Suite 217, Lakeland, FL 33801, US
Phone number	+18056808804
Website	corewealth.com
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Planning, Financial Planning, Athletic Administration
Founded	2013
Employees	1-10
Socials

CORE Wealth Advisors Email Formats

CORE Wealth Advisors uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@corewealth.com), used 72.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@corewealth.com	72.7%
{first initial}{last name}	jdoe@corewealth.com	27.3%

About CORE Wealth Advisors

CORE Wealth is often asked about its' origin – how does a firm that began by directing financial decisions for professional athletes broaden its boutique service style to work with small business owners, educators, professionals and everything in between? The evolution of Core Wealth Advisors originated from the phrase “at the core of every decision I make” and the realization that wealth management and planning is an evolving process with discussions beyond just investments. As the firm matured, we recognized the underlying principles and financial planning tools used to nurture long-term relationships with professional athletes scaled to those in other professions. Simply stated, Core’s boutique approach to wealth management and planning adapts to clients of a broad range of ages and earnings levels. Core Wealth Advisors’ vision is to be the core advisor in all aspects of wealth management decisions made by our clients. We understand that wealth extends beyond investment assets, and we will partner with you to deliver a crafted financial advisory experience encompassing the facets of your life. Everything we do is focused on helping you develop and implement the right strategy to reach your goals in a collaborative and transparent way.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Manager

Employees by Department

CORE Wealth Advisors has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

CORE Wealth Advisors has never raised funding before.

CORE Wealth Advisors Tech Stack

Discover the technologies and tools that power CORE Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

SiteGround

Hosting

Amazon Web Services

PaaS

Squarespace Commerce

Ecommerce

Emotion

Development

Amazon SES

reCAPTCHA

Security

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Frequently asked questions

CORE Wealth Advisors is located in Lakeland, Florida, US.

You can reach CORE Wealth Advisors at +18056808804.

CORE Wealth Advisors generates an estimated annual revenue of $34,219,538. This revenue figure reflects the company's market position and business performance in its industry.

CORE Wealth Advisors has an estimated valuation of $109,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CORE Wealth Advisors was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

CORE Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.