← Back to searchVisit website
TRUSTWELL FINANCIAL ADVISORS, LLC
CRD 108426 · SEC 801-120250
8825 PERIMETER PARK BLVD., SUITE 304, JACKSONVILLE, FL, 32216, United States
Phone
904-996-7800
Fax
904-996-7803
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.8M
Discretionary AUM
$260.8M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 304 | $105.1M |
| High net worth individuals | 59 | $155.3M |
| Charitable organizations | 1 | $290K |
| Corporations/business entities | 2 | $96K |
States served
GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD