ST PETERSBURG, FLCRD 304881Latest ADV April 29, 2026
Webull Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Petersburg, FL. Its latest Form ADV filing, dated April 29, 2026, reports $49M in regulatory assets under management, 16 employees, 1 office, and 28,867 accounts.
Assets Under Management
$49M
Employees
16
Offices
1 office
Total Clients
28,867
Primary office
ST PETERSBURG, FL
200 CARILLON PARKWAY, ST PETERSBURG, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
28,867
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$49Mas of April 29, 2026
Discretionary100.0%
$49M
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.
Total AUM$49M
Total Accounts28,867
10Y AUM Change+$49M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1804:1
10Y Employee Change+16
* 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.