TRUBEE WEALTH ADVISORS, INC.

Latest filing: Mar 19, 2025 (112 days ago)
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Adviser Website

AUM

$724,206,069
17% change vs. 1 year ago
21% change vs. 3 years ago
173% change vs. 5 years ago
261% change vs. 10 years ago

Employee Count

17
0% change vs. 1 year ago
-6% change vs. 3 years ago
21% change vs. 5 years ago
21% change vs. 10 years ago

Main Office

BUFFALO, NY
600 AIRBORNE PKWY, BUFFALO, NY, UNITED STATES, 14225

Client AUM

Discretion AUM
Discretionary $0.6
Non-Discretionary $0.1
Total $0.7
Client AUM
Retail $0.7
Pooled $0.0
Institutional $0.1
Total $0.7
Retail Accounts AUM
Individual 495 $0.2
Average Individual AUM $386,656
HNW 145 $0.5
Average HNW AUM $3,202,346
Retail Total 640 $0.7
Average Retail AUM $1,024,586

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
WELLS FARGO CLEARING SERVICES, LLC ST. LOUIS-MO-USA $0.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.7
Retail SMA AUM $0.7
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 37% $0.3
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 1% $0.0
Sovereign 0% $0.0
IG Credit 2% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 53% $0.4
Other Pools 0% $0.0
Cash 6% $0.0
Other 1% $0.0
Total 100% $0.7

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
PICTOR, WILLIAM ROBERT VICE PRESIDENT
SHEETS, MICHAEL FORMAN VICE PRESIDENT
BOWEN, JEFFREY ALLAN VICE PRESIDENT, SROP, CROP
TURK, THOMAS RICHARD VICE PRESIDENT
GELO, CHARLES ERNEST VICE PRESIDENT
SHINE, JOHN DAVID PRESIDENT, BRANCH MANAGER, & CEO
VERBANIC, NICHOLAS VICE PRESIDENT
REINARD-KOPSA, PATRICIA EDITH CHIEF COMPLIANCE OFFICER
STEINWALD, HARRISON MICHAEL FINOP AND CFO

ADVDB.CO • SOURCE: SEC

Representatives

15 active representatives found

Name City State Exams Designations
CHARLES GELO BUFFALO NY S63|1993-06-11|S65|1997-08-02
THOMAS VOSSLER BUFFALO NY S63|1998-02-17|S66|2015-06-30
JOHN MEISNER BUFFALO NY S66|2023-05-02
NICHOLAS VERBANIC BUFFALO NY S63|1994-12-27|S65|1993-08-13 CERTIFIED FINANCIAL PLANNER
JOHN SHINE BUFFALO NY S63|2014-11-07 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
ANNE EMBLIDGE BUFFALO NY S66|2017-11-01
JEFFREY BOWEN BUFFALO NY S63|1998-10-19|S66|2008-03-06
NICHOLAS INGOLD BUFFALO NY S66|2006-09-18
WILLIAM BREDENBERG BUFFALO NY S63|1992-08-27|S65|2001-03-27
HARRISON STEINWALD BUFFALO NY S63|2011-10-31|S65|2011-12-28
MATTHEW DROSENDAHL BUFFALO NY S66|2019-03-04
ANTHONY FRANDINA BUFFALO NY S63|1995-02-01|S65|2002-01-24
THOMAS TURK BUFFALO NY S63|1982-01-29|S65|1994-10-21 CERTIFIED FINANCIAL PLANNER
MICHAEL SHEETS BUFFALO NY S63|1987-04-21|S65|2001-02-22
WILLIAM PICTOR BUFFALO NY S63|1995-02-01|S66|2004-04-26

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.7 $0.0 0% 17 0 0%
2025-04-21 $0.7 $0.0 0% 17 0 0%
2024-04-02 $0.6 $0.1 17% 17 0 0%
2023-04-04 $0.5 $0.2 35% 18 -1 -6%
2022-04-01 $0.6 $0.1 21% 18 -1 -6%
2021-04-05 $0.4 $0.3 72% 24 -7 -29%
2020-04-01 $0.3 $0.5 173% 14 3 21%
2019-04-01 $0.3 $0.5 173% 14 3 21%
2018-04-02 $0.3 $0.4 143% 14 3 21%
2017-04-01 $0.2 $0.5 217% 13 4 31%
2016-04-01 $0.2 $0.5 243% 14 3 21%
2015-04-01 $0.2 $0.5 261% 14 3 21%
2014-04-01 $0.1 $0.6 396% 18 -1 -6%
2013-04-01 $0.1 $0.6 559% 19 -2 -11%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CA-10/05/2015, FL-09/27/2012, GA-05/14/2019, IN-05/24/2019, MA-03/18/2015, MD-05/14/2019, NC-05/14/2019, NH-05/14/2019, NY-06/11/2009, PA-12/16/2021, TX-05/14/2019, VA-05/18/2016
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES
BROKER DEALER
INSURANCE AGENT

ADVDB.CO • SOURCE: SEC FORM ADV