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HOBBS WEALTH MANAGEMENT
Legal name: HOBBS WEALTH MANAGEMENT, LLC
CRD 325374File 801-132062
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$146.7M
Bottom 25% of cohort (national)
Discretionary AUM
$146.7M
Clients
194
631 accounts
Employees
6
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 28, 2025
- Principal office
- 75 N. MAIN STREET, ZIONSVILLE, IN, 46077
- Phone
- 317-559-2940
- Website
- https://www.hobbswealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.7M
- Discretionary AUM
- $146.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 631
- Non-discretionary accounts
- 0
- Total accounts
- 631
- AUM per client
- $756K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6K |
| High net worth individuals | 65 | $111.5M |
| Individuals (other than high net worth individuals) | 129 | $35.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.