Webull Advisors Llc
- Regulatory AUM
- $48.9M
- Discretionary
- $48.9M
- Clients
- 28,867
- Avg AUM / client
- $1.7K
- Accounts
- 28,867
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28,867 | $48.9M | 100.0% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schwartz, Sara, Ann | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Zhang, Lai | Chief Executive Officer | Oct 2023 (3y) | Less than 5% | |
| Matthew Peterson | Registered representative | Jan 2026 (1y) | ||
| Joseph Edward Sholler | Registered representative | Jan 2026 (1y) | ||
| Kevin Max Hurley | Registered representative | Jan 2026 (1y) | ||
| Noah Jacob Bremer | Registered representative | Feb 2026 (0y) | ||
| Thomas John Lorenz | Registered representative | Mar 2026 (0y) | ||
| Honey Tin Latt | Registered representative | Mar 2026 (0y) | ||
| Ryan Matthew Kennedy | Registered representative | Mar 2026 (0y) | ||
| Brendan Patrick Fuller | Registered representative | Apr 2026 (0y) | ||
| William Edward Mc Allister | Registered representative | CFA | Apr 2026 (0y) | |
| Augusto Todeschini | Registered representative | Apr 2026 (0y) | ||
| Justin Louis Hyman | Registered representative | Apr 2026 (0y) | ||
| John Rutledge | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Webull Holdings (Us) Inc | Owner / Managing Member | Jun 2019 | A | 75% or more |
| Webull Corporation | Owner, Corporation | Apr 2021 | B | ≈ 56.25% – 100% via Webull Holdings (Us) Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Webull Corporation: 75% – 100% of Webull Holdings (Us) Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Webull Financial Llc $48.9M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗