Trubee Wealth Advisors, Inc.
● SEC registered since 2009CRD 3618SEC# 801-70259Buffalo, NY
Reg. AUM
$911.5M
Employees
17
Accounts
1,377
Location
Buffalo, NY
Trubee Wealth Advisors, Inc. assets under management
Trubee Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2009. It reports $911.5 million in regulatory assets under management and employs 17 people.
Trubee Wealth Advisors, Inc. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Jennifer Emblidge | Financial Advisor | 5-10% | 2017 |
| Anthony Frank Frandina Control | Vice President | 5-10% | 1991 |
| Charles Ernest Gelo Control | Vice President | 5-10% | 2009 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trubee Wealth Advisors, Inc. manage?
Trubee Wealth Advisors, Inc. reports $911.5 million in regulatory assets under management on its Form ADV.
How many employees does Trubee Wealth Advisors, Inc. have?
Trubee Wealth Advisors, Inc. reports 17 employees.
Where is Trubee Wealth Advisors, Inc. located?
Trubee Wealth Advisors, Inc. is based in Buffalo, NY and has been SEC-registered since 2009.
Does Trubee Wealth Advisors, Inc. disclose fund performance?
Trubee Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Airborne Pkwy, Suite #120, Buffalo, NY 14225 |
| Phone | 716-849-1401 |
| Fax | 716-849-0144 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 99947 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$911.5M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$911.5Mregulatory AUM
Discretionary $791.6MNon-discretionary $119.9M