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TRUBEE WEALTH ADVISORS, INC.

BUFFALO, NY · CRD 3618 · IAPD ↗ · trubeewealth.com · 716-849-1401

$911.5MRegulatory AUM
14Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
12States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — TRUBEE WEALTH ADVISORS, INC. reported RAUM up 26% ($724.2M -> $911.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2024 — TRUBEE WEALTH ADVISORS, INC. changed its website from trubeecollins.com to trubeewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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