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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, DON, GARY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | SOLE PROPRIETOR | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | SOLE PROPRIETOR | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, DON, GARY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| DAUNHAUER, CHRISTOPHER, FREDRICK | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
| FREESE, BRETT, WILLIAM | I | MEMBER | A | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (6)
FL GA LA NC SC TX
Address
8825 PERIMETER PARK BLVD.SUITE 304
JACKSONVILLE, FL 32216
United States
Phone: 904-996-7800