Trustwell Financial Advisors, LLC
● SEC registered since 2021CRD 108426SEC# 801-120250Jacksonville, FL
Reg. AUM
$260.8M
Employees
7
Accounts
1,019
Location
Jacksonville, FL
Trustwell Financial Advisors, LLC assets under management
Trustwell Financial Advisors, LLC operates as an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2021. It reports $260.8 million in regulatory assets under management and employs 7 people.
Trustwell Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett William Freese Control | Member | 5-10% | 2011 |
| Christopher Fredrick Daunhauer Control | Member | 5-10% | 2008 |
| Don Gary Williams Control | Managing Member & Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Trustwell Financial Advisors, LLC manage?
Trustwell Financial Advisors, LLC reports $260.8 million in regulatory assets under management on its Form ADV.
How many employees does Trustwell Financial Advisors, LLC have?
Trustwell Financial Advisors, LLC reports 7 employees.
Where is Trustwell Financial Advisors, LLC located?
Trustwell Financial Advisors, LLC is based in Jacksonville, FL and has been SEC-registered since 2021.
Does Trustwell Financial Advisors, LLC disclose fund performance?
Trustwell Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216 |
| Phone | 904-996-7800 |
| Fax | 904-996-7803 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$260.8Mregulatory AUM
Discretionary $260.8M