HOBBS WEALTH MANAGEMENT, LLC
Legal name: HOBBS WEALTH MANAGEMENT
CRD #325374 SEC #801-132062 ZIONSVILLE, IN 317-559-2940
SEC Registered
Total AUM
$116.5M
Discretionary
$116.5M
Employees
2
Clients
51
Accounts
544
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOBBS, DAVID, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBS, DAVID, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBS, DAVID, CHARLES | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (2)
IN LA
Address
75 N. MAIN STREETZIONSVILLE, IN 46077
United States
Phone: 317-559-2940