Trubee Wealth Advisors, Inc.
SEC RegisteredPutting Our Client's Interest First
About the firm
Trubee Wealth Advisors seeks to earn the respect of our clients with our commitment to competency, integrity and a solid long term investment philosophy. The company offers a wide range of investment services for individuals, small businesses, corporations and philanthropic organizations. Built upon a foundation of independent financial guidance since 1940.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A wide range of investment services; advisors select from investment opportunities across the global financial environment without being limited to the offerings of any particular firm.
Who they serve
Individuals, small businesses, corporations and philanthropic organizations
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 2.00% |
| Over $1,000,000 | 1.50% |
Data as of March 17, 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. Trubee Wealth Advisors, Inc. 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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