Overview
Assets Under Management: $724 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 145
Average Client Assets: $3 million
Frequently Asked Questions
TRUBEE WEALTH ADVISORS, INC. 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 #3618), TRUBEE WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
TRUBEE WEALTH ADVISORS, INC. is headquartered in BUFFALO, NY.
TRUBEE WEALTH ADVISORS, INC. serves 145 high-net-worth clients according to their SEC filing dated August 01, 2025. View client details ↓
According to their SEC Form ADV, TRUBEE WEALTH ADVISORS, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
TRUBEE WEALTH ADVISORS, INC. manages $724 million in client assets according to their SEC filing dated August 01, 2025.
According to their SEC Form ADV, TRUBEE WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,265
Discretionary Accounts: 1,159
Non-Discretionary Accounts: 106
Regulatory Filings
CRD Number: 3618
Filing ID: 2007213
Last Filing Date: 2025-08-01 08:51:00
Website: https://trubeewealth.com