FIRM PROFILE

TRUBEE WEALTH ADVISORS, INC.

CRD 3618 · Source month: August 2026

Reported business facts

CRD number: 3618Reported in SEC monthly data
Legal name: TRUBEE WEALTH ADVISORS, INC.Reported in SEC monthly data
Regulatory assets under management: $911,490,610.00Reported in SEC monthly data
Employees: 17Reported in SEC monthly data
Employees performing advisory functions: 14Reported in SEC monthly data
Individual clients (other than high net worth): 520Reported in SEC monthly data
High net worth individual clients: 166Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: Not reportedObserved missing state
Pension and profit-sharing plan clients: 9Reported in SEC monthly data
Charitable organization clients: 31Reported in SEC monthly data
State or municipal government clients: Not reportedObserved missing state
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 8Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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