TRUBEE WEALTH ADVISORS, INC.
CRD #3618 SEC #801-70259 BUFFALO, NY 716-849-1401
SEC Registered Broker-Dealer Disclosures
Total AUM
$724.2M
Discretionary
$617.8M
Employees
17
Clients
0
Accounts
1,265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $724.2M | $617.8M | $106.4M | 17 | 0 |
| Jul 2025 | $724.2M | $617.8M | $106.4M | 17 | 0 |
| Jul 2025 | $724.2M | $617.8M | $106.4M | 17 | 0 |
| Jun 2025 | $724.2M | $617.8M | $106.4M | 17 | 0 |
| Mar 2025 | $724.2M | $617.8M | $106.4M | 17 | 0 |
| Mar 2024 | $617M | $515.8M | $101.2M | 17 | 0 |
| Sep 2023 | $536.6M | $452.5M | $84.1M | 18 | 0 |
| Jun 2023 | $536.6M | $452.5M | $84.1M | 18 | 0 |
| Mar 2023 | $536.6M | $452.5M | $84.1M | 18 | 0 |
| Jan 2023 | $598.5M | $504.7M | $93.8M | 18 | 0 |
| Mar 2022 | $598.5M | $504.7M | $93.8M | 18 | 0 |
| Dec 2021 | $421.9M | $317.5M | $104.5M | 24 | 0 |
| Mar 2021 | $421.9M | $317.5M | $104.5M | 24 | 0 |
| Jun 2020 | $358.9M | $279.8M | $79.2M | 23 | 0 |
| Jun 2020 | $358.9M | $279.8M | $79.2M | 23 | 0 |
| May 2020 | $358.9M | $279.8M | $79.2M | 23 | 0 |
| Apr 2020 | $358.9M | $279.8M | $79.2M | 23 | 0 |
| May 2019 | $265.5M | $194.2M | $71.3M | 14 | 0 |
| May 2019 | $265.5M | $194.2M | $71.3M | 14 | 0 |
| Mar 2019 | $265.5M | $194.2M | $71.3M | 14 | 0 |
| Mar 2018 | $298.6M | $211M | $87.5M | 14 | 0 |
| Jul 2017 | $228.3M | $159.8M | $68.5M | 13 | 600 |
| Jun 2017 | $228.3M | $159.8M | $68.5M | 13 | 600 |
| Mar 2017 | $228.3M | $159.8M | $68.5M | 13 | 600 |
| Jan 2017 | $211M | $144.5M | $66.4M | 14 | 500 |
| May 2016 | $211M | $144.5M | $66.4M | 14 | 500 |
| Feb 2016 | $211M | $144.5M | $66.4M | 14 | 500 |
| Oct 2015 | $200.4M | $154.4M | $46M | 14 | 500 |
| Oct 2015 | $200.4M | $154.4M | $46M | 14 | 500 |
| Mar 2015 | $200.4M | $154.4M | $46M | 14 | 500 |
| Mar 2014 | $146.1M | $87.4M | $58.7M | 18 | 500 |
| Feb 2013 | $109.9M | $75.4M | $34.5M | 19 | 300 |
| Sep 2012 | $102.4M | $70.4M | $32M | 11 | 400 |
| Jul 2012 | $91.2M | $58.5M | $32.7M | 11 | 200 |
| Mar 2012 | $91.2M | $58.5M | $32.7M | 11 | 200 |
| Jun 2011 | $78.7M | $48.9M | $29.7M | -- | -- |
| May 2011 | $78.7M | $48.9M | $29.7M | -- | -- |
| Mar 2011 | $78.7M | $48.9M | $29.7M | -- | -- |
| Mar 2010 | $70.6M | $40.9M | $29.7M | -- | -- |
| May 2002 | $25M | $25M | $0 | -- | -- |
DateAug 2025
Total AUM$724.2M
Discretionary$617.8M
Non-Disc.$106.4M
Employees17
Clients0
DateJul 2025
Total AUM$724.2M
Discretionary$617.8M
Non-Disc.$106.4M
Employees17
Clients0
DateJul 2025
Total AUM$724.2M
Discretionary$617.8M
Non-Disc.$106.4M
Employees17
Clients0
DateJun 2025
Total AUM$724.2M
Discretionary$617.8M
Non-Disc.$106.4M
Employees17
Clients0
DateMar 2025
Total AUM$724.2M
Discretionary$617.8M
Non-Disc.$106.4M
Employees17
Clients0
DateMar 2024
Total AUM$617M
Discretionary$515.8M
Non-Disc.$101.2M
Employees17
Clients0
DateSep 2023
Total AUM$536.6M
Discretionary$452.5M
Non-Disc.$84.1M
Employees18
Clients0
DateJun 2023
Total AUM$536.6M
Discretionary$452.5M
Non-Disc.$84.1M
Employees18
Clients0
DateMar 2023
Total AUM$536.6M
Discretionary$452.5M
Non-Disc.$84.1M
Employees18
Clients0
DateJan 2023
Total AUM$598.5M
Discretionary$504.7M
Non-Disc.$93.8M
Employees18
Clients0
DateMar 2022
Total AUM$598.5M
Discretionary$504.7M
Non-Disc.$93.8M
Employees18
Clients0
DateDec 2021
Total AUM$421.9M
Discretionary$317.5M
Non-Disc.$104.5M
Employees24
Clients0
DateMar 2021
Total AUM$421.9M
Discretionary$317.5M
Non-Disc.$104.5M
Employees24
Clients0
DateJun 2020
Total AUM$358.9M
Discretionary$279.8M
Non-Disc.$79.2M
Employees23
Clients0
DateJun 2020
Total AUM$358.9M
Discretionary$279.8M
Non-Disc.$79.2M
Employees23
Clients0
DateMay 2020
Total AUM$358.9M
Discretionary$279.8M
Non-Disc.$79.2M
Employees23
Clients0
DateApr 2020
Total AUM$358.9M
Discretionary$279.8M
Non-Disc.$79.2M
Employees23
Clients0
DateMay 2019
Total AUM$265.5M
Discretionary$194.2M
Non-Disc.$71.3M
Employees14
Clients0
DateMay 2019
Total AUM$265.5M
Discretionary$194.2M
Non-Disc.$71.3M
Employees14
Clients0
DateMar 2019
Total AUM$265.5M
Discretionary$194.2M
Non-Disc.$71.3M
Employees14
Clients0
DateMar 2018
Total AUM$298.6M
Discretionary$211M
Non-Disc.$87.5M
Employees14
Clients0
DateJul 2017
Total AUM$228.3M
Discretionary$159.8M
Non-Disc.$68.5M
Employees13
Clients600
DateJun 2017
Total AUM$228.3M
Discretionary$159.8M
Non-Disc.$68.5M
Employees13
Clients600
DateMar 2017
Total AUM$228.3M
Discretionary$159.8M
Non-Disc.$68.5M
Employees13
Clients600
DateJan 2017
Total AUM$211M
Discretionary$144.5M
Non-Disc.$66.4M
Employees14
Clients500
DateMay 2016
Total AUM$211M
Discretionary$144.5M
Non-Disc.$66.4M
Employees14
Clients500
DateFeb 2016
Total AUM$211M
Discretionary$144.5M
Non-Disc.$66.4M
Employees14
Clients500
DateOct 2015
Total AUM$200.4M
Discretionary$154.4M
Non-Disc.$46M
Employees14
Clients500
DateOct 2015
Total AUM$200.4M
Discretionary$154.4M
Non-Disc.$46M
Employees14
Clients500
DateMar 2015
Total AUM$200.4M
Discretionary$154.4M
Non-Disc.$46M
Employees14
Clients500
DateMar 2014
Total AUM$146.1M
Discretionary$87.4M
Non-Disc.$58.7M
Employees18
Clients500
DateFeb 2013
Total AUM$109.9M
Discretionary$75.4M
Non-Disc.$34.5M
Employees19
Clients300
DateSep 2012
Total AUM$102.4M
Discretionary$70.4M
Non-Disc.$32M
Employees11
Clients400
DateJul 2012
Total AUM$91.2M
Discretionary$58.5M
Non-Disc.$32.7M
Employees11
Clients200
DateMar 2012
Total AUM$91.2M
Discretionary$58.5M
Non-Disc.$32.7M
Employees11
Clients200
DateJun 2011
Total AUM$78.7M
Discretionary$48.9M
Non-Disc.$29.7M
Employees--
Clients--
DateMay 2011
Total AUM$78.7M
Discretionary$48.9M
Non-Disc.$29.7M
Employees--
Clients--
DateMar 2011
Total AUM$78.7M
Discretionary$48.9M
Non-Disc.$29.7M
Employees--
Clients--
DateMar 2010
Total AUM$70.6M
Discretionary$40.9M
Non-Disc.$29.7M
Employees--
Clients--
DateMay 2002
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees--
Clients--