← Tributary

TRUSTWELL FINANCIAL ADVISORS, LLC

JACKSONVILLE, FL · CRD 108426 · IAPD ↗ · 904-996-7800

$260.8MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — TRUSTWELL FINANCIAL ADVISORS, LLC reported RAUM up 35% ($137.0M -> $184.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.