SEC Form ADV · CIK 1767062

HOBART WEALTH

Registered Investment AdviserNC
$558.2M
Assets Under Management
9
Total Clients
18
Employees
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Registration Details

CIK
1767062
Accession
crd-168494
Location
CHARLOTTE, NC
Filing Date
June 30, 2026
AUM
$558.2M
Total Clients
9
Institutional Clients
1
Employees
18
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

HOBART WEALTH is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $558.2M in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.