TRUSTWELL FINANCIAL ADVISORS, LLC
CRD #108426 SEC #801-120250 JACKSONVILLE, FL 904-996-7800
SEC Registered
Total AUM
$218.5M
Discretionary
$218.5M
Employees
7
Clients
10
Accounts
988
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $218.5M | $218.5M | $0 | 7 | 0 |
| Mar 2024 | $184.4M | $184.4M | $0 | 7 | 0 |
| Aug 2023 | $137M | $137M | $0 | 7 | 0 |
| Feb 2023 | $137M | $137M | $0 | 7 | 0 |
| Jan 2023 | $136.1M | $135.7M | $323.7K | 7 | 1 |
| Oct 2022 | $136.1M | $135.7M | $323.7K | 7 | 1 |
| Sep 2022 | $136.1M | $135.7M | $323.7K | 7 | 1 |
| Jul 2022 | $136.1M | $135.7M | $323.7K | 7 | 1 |
| Feb 2022 | $136.1M | $135.7M | $323.7K | 6 | 1 |
| Feb 2022 | $136.1M | $135.7M | $323.7K | 6 | 1 |
| Feb 2021 | $110.7M | $110.6M | $190.5K | 6 | 0 |
| Jan 2021 | $110.7M | $110.6M | $190.5K | 6 | 0 |
| Jan 2021 | $110.7M | $110.6M | $190.5K | 6 | 0 |
| Jan 2021 | $110.7M | $110.6M | $190.5K | 6 | 0 |
| Jan 2021 | $107.6M | $107.5M | $118.6K | 6 | 0 |
| Jun 2012 | $63M | $63M | $0 | 1 | 300 |
| Jun 2012 | $63M | $63M | $0 | 1 | 300 |
| Feb 2012 | $63M | $63M | $0 | 1 | 300 |
| Feb 2012 | $63M | $63M | $0 | 1 | 300 |
| Mar 2011 | $65M | $65M | $0 | 5 | -- |
| Mar 2009 | $52.7M | $52.7M | $0 | 5 | -- |
| Jan 2008 | $53.4M | $53.3M | $23.9K | 5 | -- |
| Mar 2007 | $50.3M | $50.2M | $149.7K | 5 | -- |
| Mar 2007 | $50.3M | $50.2M | $149.7K | 5 | -- |
| Mar 2006 | $45.8M | $45.6M | $124.8K | 5 | -- |
| Jun 2004 | $48.4M | $48.3M | $79.8K | 5 | -- |
| Mar 2004 | $48.4M | $48.3M | $79.8K | 5 | -- |
| Mar 2002 | $42.5M | $42.4M | $75.5K | 5 | -- |
DateMar 2025
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$136.1M
Discretionary$135.7M
Non-Disc.$323.7K
Employees7
Clients1
DateOct 2022
Total AUM$136.1M
Discretionary$135.7M
Non-Disc.$323.7K
Employees7
Clients1
DateSep 2022
Total AUM$136.1M
Discretionary$135.7M
Non-Disc.$323.7K
Employees7
Clients1
DateJul 2022
Total AUM$136.1M
Discretionary$135.7M
Non-Disc.$323.7K
Employees7
Clients1
DateFeb 2022
Total AUM$136.1M
Discretionary$135.7M
Non-Disc.$323.7K
Employees6
Clients1
DateFeb 2022
Total AUM$136.1M
Discretionary$135.7M
Non-Disc.$323.7K
Employees6
Clients1
DateFeb 2021
Total AUM$110.7M
Discretionary$110.6M
Non-Disc.$190.5K
Employees6
Clients0
DateJan 2021
Total AUM$110.7M
Discretionary$110.6M
Non-Disc.$190.5K
Employees6
Clients0
DateJan 2021
Total AUM$110.7M
Discretionary$110.6M
Non-Disc.$190.5K
Employees6
Clients0
DateJan 2021
Total AUM$110.7M
Discretionary$110.6M
Non-Disc.$190.5K
Employees6
Clients0
DateJan 2021
Total AUM$107.6M
Discretionary$107.5M
Non-Disc.$118.6K
Employees6
Clients0
DateJun 2012
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees1
Clients300
DateJun 2012
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$53.4M
Discretionary$53.3M
Non-Disc.$23.9K
Employees5
Clients--
DateMar 2007
Total AUM$50.3M
Discretionary$50.2M
Non-Disc.$149.7K
Employees5
Clients--
DateMar 2007
Total AUM$50.3M
Discretionary$50.2M
Non-Disc.$149.7K
Employees5
Clients--
DateMar 2006
Total AUM$45.8M
Discretionary$45.6M
Non-Disc.$124.8K
Employees5
Clients--
DateJun 2004
Total AUM$48.4M
Discretionary$48.3M
Non-Disc.$79.8K
Employees5
Clients--
DateMar 2004
Total AUM$48.4M
Discretionary$48.3M
Non-Disc.$79.8K
Employees5
Clients--
DateMar 2002
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$75.5K
Employees5
Clients--