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WEBULL ADVISORS LLC
CRD 304881File 801-117281
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$48.9M
Bottom 25% of cohort (national)
Discretionary AUM
$48.9M
Clients
28,867
28,867 accounts
Employees
16
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 30, 2019
- Principal office
- 200 CARILLON PARKWAY, ST PETERSBURG, FL, 33716
- Phone
- 1-917-725-2408
- Website
- https://www.webull.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.9M
- Discretionary AUM
- $48.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 28,867
- Non-discretionary accounts
- 0
- Total accounts
- 28,867
- AUM per client
- $2K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 28,867 | $48.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 10 | 16 | increased by6 |
| May 1, 2026 | Clients | 28,933 | 28,867 | decreased by66 |
| May 1, 2026 | AUM | $52,783,771 | $48,858,729 | decreased by$3,925,042 |
| May 1, 2026 | Accounts | 28,933 | 28,867 | decreased by66 |
| Apr 1, 2026 | Employees | 6 | 10 | increased by4 |
| Apr 1, 2026 | Clients | 27,290 | 28,933 | increased by1,643 |
| Apr 1, 2026 | AUM | $46,368,003 | $52,783,771 | increased by$6,415,768 |
| Apr 1, 2026 | Accounts | 27,290 | 28,933 | increased by1,643 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 6 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 136,277 | 27,290 | decreased by108,987 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $33,654,066 | $46,368,003 | increased by$12,713,937 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 136,277 | 27,290 | decreased by108,987 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 0 | 4 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $33,654,066 | increased by$33,654,066 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEBULL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEBULL ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.