Overview
Assets Under Management: $147 million
Headquarters: ZIONSVILLE, IN
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
HOBBS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325374), HOBBS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
HOBBS WEALTH MANAGEMENT is headquartered in ZIONSVILLE, IN.
HOBBS WEALTH MANAGEMENT serves 65 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, HOBBS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HOBBS WEALTH MANAGEMENT manages $147 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, HOBBS WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 631
Discretionary Accounts: 631
Regulatory Filings
CRD Number: 325374
Filing ID: 2058002
Last Filing Date: 2026-02-26 16:15:13