Webull Advisors LLC
● SEC registered since 2019CRD 304881SEC# 801-117281St Petersburg, FL
Reg. AUM
$48.9M
Employees
16
Accounts
28,867
Location
St Petersburg, FL
Webull Advisors LLC assets under management
Webull Advisors LLC is an investment advisory firm registered with the SEC based in St Petersburg, FL. The firm has been registered since 2019. It reports $48.9 million in regulatory assets under management and employs 16 people.
Webull Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sara Ann Schwartz Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2024 |
| Webull Holdings (US) Inc Control | Owner / Managing Member | Over 75% | 2019 |
| Webull Corporation Control | Owner, Corporation | Over 75% | 2021 |
Frequently asked questions
How much does Webull Advisors LLC manage?
Webull Advisors LLC reports $48.9 million in regulatory assets under management on its Form ADV.
How many employees does Webull Advisors LLC have?
Webull Advisors LLC reports 16 employees.
Where is Webull Advisors LLC located?
Webull Advisors LLC is based in St Petersburg, FL and has been SEC-registered since 2019.
Does Webull Advisors LLC disclose fund performance?
Webull Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Carillon Parkway, St Petersburg, FL 33716 |
| Phone | 1-917-725-2408 |
| Office hours | 9 - 5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$48.9M▲ 55%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$48.9Mregulatory AUM
Discretionary $48.9M