{
  "crd_number": 304881,
  "slug": "webull-advisors-llc-st-petersburg-fl-304881",
  "primary_business_name": "WEBULL ADVISORS LLC",
  "legal_name": "WEBULL ADVISORS LLC",
  "dbas": [],
  "city": "St Petersburg",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-30",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-29",
  "carried_forward": false,
  "raum_total": 48858729.0,
  "raum_discretionary": 48858729.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 16,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 48858729.0,
      "count": 28867
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://webull.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304881",
  "city_as_filed": "ST PETERSBURG",
  "url": "https://advisorcensus.com/firm/webull-advisors-llc-st-petersburg-fl-304881",
  "display_name": "Webull Advisors LLC",
  "summary": "Webull Advisors LLC is an SEC-registered investment advisory firm in St Petersburg, FL, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.",
  "citation": "AdvisorCensus. Webull Advisors LLC (CRD 304881): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Webull Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Webull Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Webull Advisors LLC located?",
      "a": "Webull Advisors LLC's principal office is in St Petersburg, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Webull Advisors LLC registered with the SEC or a state?",
      "a": "Webull Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304881."
    },
    {
      "q": "How much does Webull Advisors LLC manage?",
      "a": "Webull Advisors LLC reports $48,858,729 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Webull Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Webull Advisors LLC: Regulatory assets under management: $0 in the October 2021 data and $48,858,729 in the October 2026 data. Total employees: 0 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Webull Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28,867)."
    },
    {
      "q": "Which custodians does Webull Advisors LLC use?",
      "a": "Webull Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Webull Financial LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Webull Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304881"
    },
    {
      "q": "Does Webull Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 17, 2026 says: \"Once an account is opened the funds will not be managed or invested until the account reaches $100. The minimum amount required to maintain an account is $100.\""
    },
    {
      "q": "What changed in Webull Advisors LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 0,
      "filing_date": "2021-01-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 0,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 24745709.0,
      "total_employees": 3,
      "filing_date": "2024-05-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 33654066.0,
      "total_employees": 4,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 48858729.0,
      "total_employees": 16,
      "filing_date": "2026-04-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $46,368,003 to $52,783,771 (+14%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 3.",
        "Regulatory assets under management went from $33,654,066 to $46,368,003 (+38%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 17, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100"
        ],
        "quotes": [
          "Once an account is opened the funds will not be managed or invested until the account reaches $100. The minimum amount required to maintain an account is $100."
        ]
      }
    ],
    "quotes": [
      "Once an account is opened the funds will not be managed or invested until the account reaches $100. The minimum amount required to maintain an account is $100."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Webull Financial LLC",
      "name_as_filed": "WEBULL FINANCIAL LLC",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/webull-advisors-llc-st-petersburg-fl-304881.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 28867,
      "fewer_than_5": false,
      "raum": 48858729.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304881",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}