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Michael John Ehlenbeck

Investment adviser representative at Core Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$702.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Core Wealth Advisors, Inc.May 2017 to now
  2. Smart RealtyNov 2014 to now
  3. Cps Investment AdvisorsAug 2015 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (FL).

Core Wealth Advisors, Inc.

$702.1MAssets managed
586Clients
11Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6550161
Firm CRD
174386
Advisor's SEC record (opens in a new tab)
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