TRUBEE WEALTH ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $911.5M |
| Discretionary | $791.6M87% of AUM |
| Non-Discretionary | $119.9M |
| Client Accounts | 1,377 |
| Avg Account Size | $662K |
| Employees | 17 |
| Peak AUM | $911.5MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $911M | +25.9% | +19.3% | +16.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $911.5M |
| Discretionary | $791.6M |
| Employees | 17 |
| Client Accounts | 1377 |
| Client Range | 0 |
Contact & Location
Address
600 AIRBORNE PKWY
BUFFALO NY 14225
Phone
716-849-1401
Filing History
51 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$792M
86.9% of AUM
Non-Discretionary
$120M
13.1% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Broker-DealerBanking Institution