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Building 2CORE WEALTH ADVISORS, INC.

Map pinLAKELAND, FL
Phone863-904-4745
NotebookSEC #801-81079
Total AUM
$702.1M
Employees
13
Clients
587

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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