SEC Form ADV · CIK 99947

TRUBEE WEALTH ADVISORS, INC.

Registered Investment AdviserNY
$911.5M
Assets Under Management
1,377
Total Clients
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Registration Details

CIK
99947
Accession
CRD-3618
Location
BUFFALO, NY
Filing Date
March 17, 2026
AUM
$911.5M
Total Clients
1,377
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

TRUBEE WEALTH ADVISORS, INC. is a registered investment adviser headquartered in BUFFALO, NY, managing approximately $911.5M in assets across 1,377 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.