Data / Investment advisers / New York / Trubee Wealth Advisors, Inc.
Trubee Wealth Advisors, Inc., Buffalo, NY: $911 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trubee Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in Buffalo, New York and reports $911 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Trubee Wealth Advisors, Inc. (CRD number 3618): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 3618
- SEC file number
- 801-70259
- SEC status
- Approved, effective June 11, 2009
- Main office
- 600 Airborne Pkwy Suite #120, Buffalo, NY 14225
- Phone
- (716) 849-1401
- Website
- trubeewealth.com
- Regulatory AUM
- $911,490,610 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $791,638,107
- Non discretionary AUM
- $119,852,503
- Accounts
- 1,377
- Employees
- 17, of which 14 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 166 | $628.3 million |
| Individuals (other than high net worth individuals) | 520 | $206.3 million |
| Charitable organizations | 31 | $41.4 million |
| Corporations or other businesses | 8 | $23 million |
| Pension and profit sharing plans | 9 | $12.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $911.5 million | March 17, 2026 |
| December 1, 2025 | $724.2 million | August 1, 2025 |
Other advisers in Buffalo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Courier Capital, LLC | Buffalo | $3.59 billion | Not listed | adviserinfo.sec.gov |
| Sandhill Investment Management | Buffalo | $2.40 billion | Not listed | adviserinfo.sec.gov |
| Lawley Retirement Advisors | Buffalo | $2.13 billion | Not listed | adviserinfo.sec.gov |
| Sanderson Wealth Management, LLC | Buffalo | $1.43 billion | Not listed | adviserinfo.sec.gov |
| Sterling Investment Counsel, LLC | Buffalo | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Note Advisors, LLC | Buffalo | $437 million | Not listed | adviserinfo.sec.gov |
| Hudson Capital Advisory, Inc. | Buffalo | $327.7 million | Not listed | adviserinfo.sec.gov |
| Miller, Gesko & Company Inc. | Buffalo | $183.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Buffalo, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Trubee Wealth Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.