Webull Advisors LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 304881
- Registered since
- August 30, 2019
- Website
- www.webull.com
- Custodians
- WEBULL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Webull Advisors LLC is a non-independent retail registered investment adviser that provides portfolio management for individuals and small businesses. The firm is SEC-registered (since 2019) and operates on a percentage-of-AUM fee model. Its client base is predominantly individual and family investors, and the adviser reports active consideration of ESG factors in its investment approach. Webull Advisors is affiliated with broker-dealer and futures commission merchant activity, and it also registers as another investment adviser in its broader corporate footprint.
Assets & Accounts
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Sara Schwartz
Chief Executive OfficerCRD 5629261
Contacts
3 of 12
Matthew Peterson
Head of Fixed IncomeCRD 5726998

Justin Hyman
Client Service AssociateCRD 6955949

Brendan Fuller
Managing DirectorCRD 6221327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 200 Carillon Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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