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| Keyboard |
| Trubee Wealth Advisors Inc
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|---|---|
| CRD # | 3618 |
| SEC # | 801-70259 |
| CIK # | 0000099947 |
| AUM | 911.5 M (2026-03-17) |
| Employees | 17 (82% 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) | 520 | 206.3 |
| (b) Individuals (high net worth individuals) | 166 | 628.3 |
| (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 | 12.4 |
| (h) Charitable organizations | 31 | 41.4 |
| (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 | 8 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 911.5 |
| By Discretionary | ||
| Discretionary | 1,255 | 791.6 |
| Non-Discretionary | 122 | 119.9 |
| Total | 1,377 | 911.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.5 | |
| Total | 1,377 | 911.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 25490005L4S2ZKNR7C24 |
| Comparable Firms | State | AUM |
|---|---|---|
|
RMG Wealth Management LLC
✚
|
WI | 914.0 M |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 912.2 M |
|
Guardian Financial Partners LLC
✚
|
CA | 911.9 M |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 911.3 M |
|
Claris Advisors LLC
✚
|
MO | 911.1 M |
|
Tiempo Capital Partners LLC
✚
|
FL | 911.0 M |
|
Syverson Strege & Company
✚
|
IA | 910.8 M |
|
Fonville Wealth Management LLC
✚
|
VA | 909.6 M |
|
Dean Investment Associates LLC
✚
|
OH | 909.3 M |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
✚
|
TX | 909.3 M |