JACKSONVILLE, FLCRD 108426Latest ADV March 13, 2026
Trustwell Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 13, 2026, reports $261M in regulatory assets under management, 7 employees, and 1,019 accounts.
Assets Under Management
$261M
Employees
7
Offices
--
Total Clients
366
Primary office
JACKSONVILLE, FL
8825 PERIMETER PARK BLVD., SUITE 304, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
304
2
HNWI
16.1%
59
3
Corporations
0.5%
2
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 13, 2026
Discretionary100.0%
$261M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$261M
Total Accounts1,019
10Y AUM Change+$150M (+135.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee52:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.