TRADEWELL SECURITIES, LLC
CRD #332473 SEC #801-130935 FORT WAYNE, IN 260-490-2084
SEC Registered
Total AUM
$267M
Discretionary
$228M
Employees
9
Clients
251
Accounts
1,080
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $267M | $228M | $39M | 9 | 0 |
| Jun 2025 | $267M | $228M | $39M | 8 | 0 |
| Apr 2025 | $267M | $228M | $39M | 8 | 0 |
| Mar 2025 | $267M | $228M | $39M | 9 | 0 |
| Sep 2024 | $0 | $0 | $0 | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$267M
Discretionary$228M
Non-Disc.$39M
Employees9
Clients0
DateJun 2025
Total AUM$267M
Discretionary$228M
Non-Disc.$39M
Employees8
Clients0
DateApr 2025
Total AUM$267M
Discretionary$228M
Non-Disc.$39M
Employees8
Clients0
DateMar 2025
Total AUM$267M
Discretionary$228M
Non-Disc.$39M
Employees9
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0