PPrivate Fund Data Log in Join · $37/mo

Trubee Wealth Advisors, Inc.

● SEC registered since 2009CRD 3618SEC# 801-70259Buffalo, NY
Export (members)
Reg. AUM
$724.2M
Employees
17
Accounts
1,265
Location
Buffalo, NY

Trubee Wealth Advisors, Inc. assets under management

Trubee Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2009. It reports $724.2 million in regulatory assets under management and employs 17 people.
www.trubeewealth.comView on SEC.gov ↗

Trubee Wealth Advisors, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Anne Jennifer EmblidgeFinancial Advisor5-10%2017
Anthony Frank Frandina ControlVice President5-10%1991
Charles Ernest Gelo ControlVice President5-10%2009
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Trubee Wealth Advisors, Inc. manage?

Trubee Wealth Advisors, Inc. reports $724.2 million in regulatory assets under management on its Form ADV.

How many employees does Trubee Wealth Advisors, Inc. have?

Trubee Wealth Advisors, Inc. reports 17 employees.

Where is Trubee Wealth Advisors, Inc. located?

Trubee Wealth Advisors, Inc. is based in Buffalo, NY and has been SEC-registered since 2009.

Does Trubee Wealth Advisors, Inc. disclose fund performance?

Trubee Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Airborne Pkwy, Suite #120, Buffalo, NY 14225
Phone716-849-1401
Fax716-849-0144
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK99947
Discloses disciplinary historyYes

Assets under management

Discretionary$617.8M
Non-discretionary$106.4M
Total (RAUM)$724.2M