Trubee Wealth Advisors, Inc., NY — Investment Adviser | BuildTrust

TRUBEE WEALTH ADVISORS, INC.

Investment AdviceBUFFALO, NYActive

Assets Under Management

$724.2M

Total AUM

Donut chart: Discretionary 617.8M, Non-Discretionary 106.4M
Category	Value
Discretionary	617.8M
Non-Discretionary	106.4M

Adviser Information

Field	Value
CRD Number	3618
SEC Number	801-70259
Street Address	600 AIRBORNE PKWY
Street Address 2	SUITE #120
Location	BUFFALO, NY 14225
Country	United States
Phone	716-849-1401
Fax	716-849-0144
Total Employees	17
Business Types	broker_dealer, insurance_broker

Client Count by Type (686 Total)

Horizontal bar chart: Individuals (other than H… 495, High Net Worth Individual… 145, Charitable Organizations 30, Pension/Profit Sharing Pl… 9, Corporations/Businesses 7
Category	Value
Individuals (other than H…	495
High Net Worth Individual…	145
Charitable Organizations	30
Pension/Profit Sharing Pl…	9
Corporations/Businesses	7