Trubee Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated March 17, 2026, reports $911M in regulatory assets under management, 17 employees, and 1,377 accounts.
Assets Under Management
$911M
Employees
17
Offices
--
Total Clients
734
Primary office
BUFFALO, NY
600 AIRBORNE PKWY, SUITE #120, BUFFALO, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
520
2
HNWI
22.6%
166
3
Charitable
4.2%
31
4
Pension Plans
1.2%
9
5
Corporations
1.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$911Mas of March 17, 2026
Discretionary86.9%
$792M
87% of total RAUM86.9%
Non-discretionary13.1%
$120M
13% of total RAUM13.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$911M
Total Accounts1,377
10Y AUM Change+$683M (+299.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee43:1
10Y Employee Change+4 (+30.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.