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HOBBS WEALTH MANAGEMENT

ZIONSVILLE, IN · CRD 325374 · IAPD ↗ · hobbswealth.com · 317-559-2940

$146.7MRegulatory AUM
1Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — HOBBS WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2026 — HOBBS WEALTH MANAGEMENT reported RAUM up 26% ($116.5M -> $146.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — HOBBS WEALTH MANAGEMENT (ZIONSVILLE, IN) is newly SEC-registered with $116.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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