Hobbs Wealth Management
SEC RegisteredI help high-value, high-achieving people like you make smart money decisions for your family.
About the firm
Hobbs Wealth is a personal wealth advisory practice that follows a customized Financial Blueprint process developed through experience consulting with over 1,000 financial advisors. The firm partners with clients to define smart money decisions and work toward their financial goals, emphasizing consistent, personalized outcomes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth advisory services including personalized financial planning, investment management, and ongoing client partnership through a Financial Blueprint process; fees are primarily asset-based.
Who they serve
High-value, high-achieving individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 129 | $35M |
| High Net Worth Individuals | 65 | $111M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.45% |
| $250,001 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.70% |
| $3,000,001 and Above | 0.35% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hobbs Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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