TRUSTWELL FINANCIAL ADVISORS, LLC
Latest filing: Mar 07, 2025 (131 days ago)
AUM
$218,548,065
19% change vs. 1 year ago
61% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
0% change vs. 1 year ago
17% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
JACKSONVILLE, FL
8825 PERIMETER PARK BLVD., JACKSONVILLE, FL, UNITED STATES, 32216
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 320 | $0.1 |
| Average Individual AUM | $297,912 | |
| HNW | 45 | $0.1 |
| Average HNW AUM | $2,713,965 | |
| Retail Total | 365 | $0.2 |
| Average Retail AUM | $595,781 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 6% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 9% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 82% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRADLEY MILLER | JACKSONVILLE | FL | S63|2014-05-01 | CERTIFIED FINANCIAL PLANNER | |||||
| BRETT FREESE | JACKSONVILLE | FL | S66|2009-02-21 | ||||||
| TANNER DOUDNA | JACKSONVILLE | FL | S66|2014-10-11 | ||||||
| CHRISTOPHER DAUNHAUER | JACKSONVILLE | FL | CERTIFIED FINANCIAL PLANNER | ||||||
| DON WILLIAMS | JACKSONVILLE | FL | S63|1984-03-23 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 19% | 7 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.1 | 59% | 7 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.1 | 61% | 6 | 1 | 17% |
| 2021-04-05 | $0.1 | $0.1 | 97% | 6 | 1 | 17% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, FL-02/03/2021, GA-02/03/2021, NC-02/03/2021, SC-01/12/2023, TX-02/03/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV