CRD: 108426
Trustwell Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-05-1991
- Office Locations
- 1
Office Locations
About Trustwell Financial Advisors, LLC
TrustWell Financial Advisors is a fee-only fiduciary RIA providing investment management and financial planning, including customized portfolios and retirement-focused guidance. The firm does not sell products or take commissions and offers a free get-acquainted meeting for prospects. Team highlights CFP and NAPFA affiliations; Charles Schwab is a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DON GARY WILLIAMS
Chief Compliance Officer, Managing Member
- CRD
- #1307262
- Ownership
- 75% or more
CHRISTOPHER FREDRICK DAUNHAUER
Financial Advisor
- CRD
- #5191149
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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TANNER Evans DOUDNA
Financial Advisor, General Partner
- CRD
- #6388648
BRADLEY THOMAS MILLER
Financial Advisor, General Partner
- CRD
- #6298062
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,788,767 | $255,926 |
| Non-Discretionary | $0 | -- |
| Total | $260,788,767 | $255,926 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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