# FERRELL WEALTH MANAGEMENT INC.

FERRELL WEALTH MANAGEMENT INC. of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 106245
- Type: SEC-registered investment adviser
- SEC file number: 801-51822
- Location: 1400 W FAIRBANKS AVE, SUITE 202, WINTER PARK, FL, 32789
- Phone: 407-629-7008
- Latest filing: 2020-03-31
- Regulatory AUM: $546.0M
- Discretionary AUM: $519.0M
- Non-discretionary AUM: $27.0M
- Clients: 8
- Accounts: 1,785

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| FERRELL JAMES WILLIAM | PRESIDENT | — |
| GARNER CRYSTAL SIMMONS | VICE PRESIDENT | — |
| MILLER NANCY KATHRYN | VICE PRESIDENT | — |
| LEE STEPHEN THOMAS | CHIEF COMPLIANCE OFFICER | — |
| LEBRON PEDRO | CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER | — |
| CHASTANG LAWRENCE J | VICE PRESIDENT | — |
| FERRELL JAMES | PRESIDENT | — |
| SIMS LORIANNE ROWE | TREASURER | — |
| EISERMAN LESLIE WARREN | SECRETARY | — |
| WARREN LESLIE WARREN | SECRETARY | — |
| KALLEBO JERKER JOHN ALEXANDER | VICE PRESIDENT | — |
| NEWSTREET JOHN DAVID | COMPLIANCE; FINANCIAL CONSULTANT | — |
| KELVINGTON BRUCE DAVID | VICE PRESIDENT | — |
| KELVINGTON BRUCE DARYL | VICE PRESIDENT | — |
| KIRCHNER ELAINE ESPY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106245/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106245/similar
- Related entities: https://search.stillhousedata.com/firm/106245/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106245

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.