TRUSTWELL FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 108426
- Registered since
- February 3, 2021
- Website
- trustwellfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.55%
- Individuals40.3%
- Charitable Organizations0.11%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trustwell Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is privately owned by an individual and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Trustwell identifies as an active ESG investor and manages clients on a discretionary basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- US Government Bonds9%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
3 of 5CHRISTOPHER DAUNHAUER
Financial AdvisorCRD 5191149
DON WILLIAMS
Wealth AdvisorCRD 1307262
BRETT FREESE
Financial AdvisorCRD 2493757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$80.3M in ETFs
38%
$30.5M
48%
$49.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $12.7M | 278,209 | 15.80% |
Location
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 8825 Perimeter Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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