Trubee Wealth Advisors, Inc.

Broker-DealerFINRA MemberEst. 2009

Total AUM

$911M

Discretionary

$792M

87% of AUM

Accounts

1,377

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Buffalo, New York
CRD number: 3618
Registered since: June 11, 2009
Website: trubeewealth.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.94%
Individuals22.63%
Charitable Organizations4.55%
Corporations / Businesses2.53%
Pension & Profit Sharing Plans1.36%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Trubee Wealth Advisors, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation and owned by an individual. The firm has been registered with the SEC since 2009 and describes itself as a capital allocator that serves both individual and family clients as well as select institutional relationships. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting third‑party advisers. Compensation is primarily percentage-of-AUM with some fixed-fee engagements. Trubee also conducts broker-dealer and insurance broker activities alongside its advisory practice. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.