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|
| Keyboard |
| Webull Advisors LLC
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|
|---|---|
| CRD # | 304881 |
| SEC # | 801-117281 |
| CIK # | |
| AUM | 48.9 M (2026-04-29) |
| Employees | 16 (19% Investors, 56% Brokers) |
| Phone | 917-725-2408 |
| Address | 200 Carillon Parkway St Petersburg, FL 33716 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28,867 | 48.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28,867 | 48.9 |
| By Discretionary | ||
| Discretionary | 28,867 | 48.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28,867 | 48.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.9 | |
| Total | 28,867 | 48.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
Forte Advisory Services LLC
✚
|
NY | 50.6 M |
|
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|
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|
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|
Swarthmore Asset Management Ltd
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|
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|
Marathon Financial Strategies
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|
Brandon Hill Wealth Management LLC
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|
Southwestern Money Management LLC
✚
|
TX | 48.3 M |
|
Beck Asset Management AG
✚
|
48.2 M | |
|
Dubeau Capital USA Inc
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|
47.9 M | |
|
Cadogan Park Advisors Inc
✚
|
47.4 M |