Trustwell Financial Advisors, LLC
Trustwell Financial Advisors, LLC is an SEC-registered mass-market adviser in Jacksonville, FL with $260.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Trustwell Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108426, SEC 801-120250, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $260.8M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Jacksonville, FL
- Employees
- 7
- Clients
- 366
- CRD
- 108426
- Ownership
- WILLIAMS, DON, GARY; DAUNHAUER, CHRISTOPHER, FREDRICK; FREESE, BRETT, WILLIAM
How much AUM does Trustwell Financial Advisors, LLC have?
Trustwell Financial Advisors, LLC reported $260.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Trustwell Financial Advisors, LLC?
Disclosed owners and executives of Trustwell Financial Advisors, LLC include WILLIAMS, DON, GARY, DAUNHAUER, CHRISTOPHER, FREDRICK, FREESE, BRETT, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.