# WEBULL ADVISORS LLC

WEBULL ADVISORS LLC of ST PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 304881
- Type: SEC-registered investment adviser
- SEC file number: 801-117281
- Location: 200 CARILLON PARKWAY, ST PETERSBURG, FL, 33716
- Phone: 1-917-725-2408
- Latest filing: 2026-04-29
- Regulatory AUM: $48.9M
- Discretionary AUM: $48.9M
- Clients: 16
- Accounts: 28,867

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Sara Ann Schwartz | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Ashley Susan Thomas | CHIEF COMPLIANCE OFFICER | — |
| SCHWARTZ CYNTHIA ANN | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR MICAH ANTHONY | CHIEF COMPLIANCE OFFICER | — |
| LU BIAO | CHIEF EXECUTIVE OFFICER | — |
| LU SHEN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| DENIER ANTHONY MICHAEL | EXECUTIVE DIRECTOR | — |
| Wang Anquan | SHAREHOLDER | — |
| Yuan Jun | SHAREHOLDER | — |
| Zhang Lai | CHIEF EXECUTIVE OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304881/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304881/similar
- Related entities: https://search.stillhousedata.com/firm/304881/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304881

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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.