# Webull Advisors LLC

> 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.

- CRD: 304881
- Filed as: WEBULL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304881
- AdvisorCensus page: https://advisorcensus.com/firm/webull-advisors-llc-st-petersburg-fl-304881

## Quick answers

**How is Webull Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Webull Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Webull Advisors LLC located?**
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).

**Is Webull Advisors LLC registered with the SEC or a state?**
Webull Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304881.

**How much does Webull Advisors LLC manage?**
Webull Advisors LLC reports $48,858,729 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Webull Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Webull Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28,867).

**Which custodians does Webull Advisors LLC use?**
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.

**Does Webull Advisors LLC report any disciplinary disclosures?**
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

**Does Webull Advisors LLC state an account minimum?**
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."

**What changed in Webull Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 17, 2026)

- Account minimum: $100

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Webull Financial LLC (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $48,858,729
- Discretionary: $48,858,729
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28,867 | $48,858,729 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 16 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- webull.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 0 | January 12, 2021 |
| October 2022 | $0 | 0 | March 1, 2022 |
| October 2023 | $0 | 2 | August 17, 2023 |
| October 2024 | $24,745,709 | 3 | May 22, 2024 |
| October 2025 | $33,654,066 | 4 | May 1, 2025 |
| October 2026 | $48,858,729 | 16 | April 29, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $46,368,003 to $52,783,771 (+14%).

### December 2025
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $33,654,066 to $46,368,003 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Webull Advisors LLC (CRD 304881): Form ADV filing data as of October 2026.