LP Profile

Hobart Wealth

Also known as hobart wealth

Wealth ManagerCharlotte, United StatesFounded 2004
Charlotte
Headquarters
Investment Focus

About Hobart Wealth

Hobart Wealth is a wealth manager based in Charlotte, US. Founded in 2004.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Hobart Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$558.2M
Total Clients
2,074
Filing Date
May 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Hobart Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Hobart Wealth?

Hobart Wealth is a wealth manager based in Charlotte, United States.

Where is Hobart Wealth headquartered?

Hobart Wealth is headquartered in Charlotte, United States.

When was Hobart Wealth founded?

Hobart Wealth was founded in 2004.

How can I contact Hobart Wealth?

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