WEBULL ADVISORS LLC

Overview

Webull Advisors LLC is an SEC-registered registered investment adviser formed as an LLC and operating since 2019. The firm serves individual and family clients and bills on a percentage-of-AUM basis. Its primary advisory activity is portfolio management for individuals and small businesses, and it reports being an active ESG investor. The firm operates across state lines and has industry linkages to a broker‑dealer, another investment adviser, and a futures commission merchant, while not positioning itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices