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HOBBS WEALTH MANAGEMENT

HOBBS WEALTH MANAGEMENT, LLC

CRD 325374 · SEC 801-132062

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75 N. MAIN STREET, ZIONSVILLE, IN, 46077, United States

Phone

317-559-2940

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$146.7M

Discretionary AUM

$146.7M

Team

6 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals129$35.2M
High net worth individuals65$111.5M

States served

IN, LA, TX

All web addresses on file

Official SEC filing: View on IAPD