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| Happy Holidays!! thanks for using AUM13F!! |
| Trubee Wealth Advisors Inc
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|---|---|
| CRD # | 3618 |
| SEC # | 801-70259 |
| CIK # | 0000099947 |
| AUM | $724.2 M (2025-07-28) |
| Employees | 17 (88% Investors, 94% Brokers) |
| Phone | 716-849-1401 |
| Address | 600 Airborne Pkwy Buffalo, NY 14225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 191.4 |
| (b) Individuals (high net worth individuals) | 145 | 464.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 11.7 |
| (h) Charitable organizations | 30 | 36.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,265 | 724.2 |
| By Discretionary | ||
| Discretionary | 1,159 | 617.8 |
| Non-Discretionary | 106 | 106.4 |
| Total | 1,265 | 724.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 724.2 | |
| Total | 1,265 | 724.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goehring & Rozencwajg Associates LLC
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|
NY | 0.7 |
|
Torray Investment Partners LLC
✚
|
MD | 0.7 |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 0.7 |
|
Park Place Capital Corporation
✚
|
AL | 0.7 |
|
Atlas Wealth LLC
✚
|
OH | 0.7 |
|
AssetBuilder Inc
✚
|
TX | 0.7 |
|
Second Line Capital LLC
✚
|
LA | 0.7 |
|
New World Advisors LLC
✚
|
MA | 0.7 |
|
Harfst and Associates Inc
✚
|
WY | 0.7 |
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.7 |