TrustWell Financial Advisors, LLC

All 13F Filings

Location
Jacksonville, FL
CIK
0002133429
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000213342926000002 Q1 2026 70 106,307,857 13F-HR 5/7/2026 TrustWell Financial Advisors, LLC
000213342926000001 Q4 2025 66 103,431,047 13F-HR 5/7/2026 TrustWell Financial Advisors, LLC