| 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 |
Trustwell Financial Advisors, LLC reports $218.5 million in regulatory assets under management on its Form ADV.
Trustwell Financial Advisors, LLC reports 7 employees.
Trustwell Financial Advisors, LLC is based in Jacksonville, FL and has been SEC-registered since 2021.
Trustwell Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $218.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $218.5M |