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TRUBEE WEALTH ADVISORS, INC.
CRD 3618 · SEC 801-70259
600 AIRBORNE PKWY, SUITE #120, BUFFALO, NY, 14225, United States
Phone
716-849-1401
Fax
716-849-0144
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$911.5M
Discretionary AUM
$791.6M
Team
17 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 520 | $206.3M |
| High net worth individuals | 166 | $628.3M |
| Pension/profit sharing plans | 9 | $12.4M |
| Charitable organizations | 31 | $41.4M |
| Corporations/business entities | 8 | $23.0M |
States served
CA, GA, IN, MD, MA, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD