Webull Advisors LLC

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Assets, Funds, Holdings

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Webull Advisors LLC
CRD #304881
SEC #801-117281
CIK #
AUM $33.7 M (2025-05-01)
Employees 4 (25% Investors, 25% Brokers)
Phone917-725-2408
Address200 Carillon Parkway
St Petersburg, FL 33716
Source [IAPD] [Website]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 136,277 33.7
(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 136,277 33.7
By Discretionary
Discretionary 136,277 33.7
Non-Discretionary 0 0.0
Total 136,277 33.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 33.7
Total 136,277 33.7
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Benjamin Securities Inc
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Capital Growth & Shelter Inc
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Sound & Secure Advisors LLC
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Magellan Financial Solutions LLC
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