Trustwell Financial Advisors, LLC

CRD 108426 · Jacksonville, FL · $260.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108426
SEC number: 801-120250
Firm type: RIA
Assets under management: $260.8M as of Mar 13, 2026
Website: www.linkedin.com/company/trustwell-financial-advisors ↗
Phone: 904-996-7800
Address: 8825 Perimeter Park Blvd., Jacksonville, FL, 32216

Advisors at this firm

5 in our index · page 1 of 1

Christopher Fredrick DaunhauerCRD 5191149 · Jacksonville, FL

IA Registered
Tanner Evans DoudnaCRD 6388648 · Jacksonville, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Brett William FreeseCRD 2493757 · Jacksonville, FL

IA Registered
Bradley Thomas MillerCRD 6298062 · Jacksonville, FL

IA Registered
Don Gary WilliamsCRD 1307262 · Jacksonville, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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