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| Trustwell Financial Advisors LLC
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|---|---|
| CRD # | 108426 |
| SEC # | 801-120250 |
| CIK # | 0002133429 |
| AUM | 260.8 M (2026-03-13) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 904-996-7800 |
| Address | 8825 Perimeter Park Blvd Jacksonville, FL 32216 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 11.7 | ||
| Sprott Physical Gold & Silver Trust | 8.7 | ||
| Regency Centers Corp | 4.1 | ||
| Sprott Physical Silver Trust | 0.9 | ||
| SPDR Gold Trust | 0.7 | ||
| CSX Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 105.1 |
| (b) Individuals (high net worth individuals) | 59 | 155.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 260.8 |
| By Discretionary | ||
| Discretionary | 1,019 | 260.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,019 | 260.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.8 | |
| Total | 1,019 | 260.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133429] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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