TRUSTWELL FINANCIAL ADVISORS, LLC
Adviser information for TRUSTWELL FINANCIAL ADVISORS, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 961 | $184.4M |
| Non-Discretionary | 0 | $0 |
| Total | 961 | $184.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 326 | $81.9M |
| HNW Individuals | 41 | $102.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $214,092 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $69,445 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120250 |
|---|---|
| SEC ERA File Number | 801-120250 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108426 |
| Legal Entity Identifier | None |
Principal Office
8825 PERIMETER PARK BLVD.SUITE 304
JACKSONVILLE
FL
United States
Monday - Friday, 9:00 A.M. TO 4:30 P.M.
Tel: 904-996-7800, Fax: 904-996-7803
Chief Compliance Officer
D. GARY WILLIAMS
MANAGING MEMBER
8825 PERIMETER PARK BLVD.
SUITE 304
JACKSONVILLE
FL
United States
Tel:
904-996-7800
Fax:
904-996-7803
G****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLIAMS, DON, GARY | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 01/2008 | > 75% |
| DAUNHAUER, CHRISTOPHER, FREDRICK | Individual | – | MEMBER | 01/2008 | 5-10% |
| FREESE, BRETT, WILLIAM | Individual | – | MEMBER | 12/2011 | 5-10% |