← Tributary

HOBART WEALTH

CHARLOTTE, NC · CRD 168494 · IAPD ↗ · 888-553-0122

$558.2MRegulatory AUM
11Advisory reps
18Employees
9Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — HOBART WEALTH crossed $500M in regulatory AUM ($429.7M -> $558.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — HOBART WEALTH grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2025 — HOBART WEALTH reported RAUM up 32% ($326.2M -> $429.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.