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TRUBEE WEALTH ADVISORS, INC.
CRD 3618File 801-70259
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$911.5M
Above cohort median (national)
Discretionary AUM
$791.6M
Non-discretionary $119.9M
Clients
734
1,377 accounts
Employees
17
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 11, 2009
- Principal office
- 600 AIRBORNE PKWY, SUITE #120, BUFFALO, NY, 14225
- Phone
- 716-849-1401
- Website
- https://www.trubeewealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $911.5M
- Discretionary AUM
- $791.6M
- Non-discretionary AUM
- $119.9M
- Discretionary accounts
- 1,255
- Non-discretionary accounts
- 122
- Total accounts
- 1,377
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $23.0M |
| Charitable organizations | 31 | $41.4M |
| High net worth individuals | 166 | $628.3M |
| Pension and profit sharing plans | 9 | $12.4M |
| Individuals (other than high net worth individuals) | 520 | $206.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 686 | 734 | increased by48 |
| Apr 1, 2026 | AUM | $724,206,069 | $911,490,610 | increased by$187,284,541 |
| Apr 1, 2026 | Accounts | 1,265 | 1,377 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 549 | 686 | increased by137 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $598,534,126 | $724,206,069 | increased by$125,671,943 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 977 | 1,265 | increased by288 |
| Apr 1, 2022 | Employees | 24 | 18 | decreased by6 |
| Apr 1, 2022 | Clients | 446 | 549 | increased by103 |
| Apr 1, 2022 | AUM | $421,936,883 | $598,534,126 | increased by$176,597,243 |
| Apr 1, 2022 | Accounts | 2,521 | 977 | decreased by1,544 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUBEE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUBEE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.