TRUBEE WEALTH ADVISORS, INC.

Overview

Trubee Wealth Advisors, Inc. is a corporate SEC-registered investment adviser (registered 2009) that serves both individual/family and institutional clients. The firm is owner-operated and functions as a capital allocator—building portfolios itself and directing client capital to outside managers when appropriate. It provides portfolio management for individuals and small businesses and contracts or selects other advisers on clients’ behalf. Trubee also holds broker-dealer and insurance broker licenses, and charges fees on a percentage-of-AUM basis as well as fixed fees. The firm is not identified as an active ESG investor and is not organized as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices