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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 Aug 17, 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 |
|---|---|---|---|
| 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.