SourcingSourcing

HOBBS WEALTH MANAGEMENT, LLC

C44
CRD 325374·SEC 801-132062·ZIONSVILLE, IN
AUM
$146.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$440K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOBBS WEALTH MANAGEMENT, LLC
CRD
325374
SEC file #
801-132062
EIN
883401616
DBA names
Hobbs Wealth Management

Economics

AUM
$146.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$116.5M → $146.7M▲ +26%
Client mix
Individuals Other129
Individuals High Net Worth65

Operations

Employees (total)
6
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ZIONSVILLE IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
hobbswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOBBS, DAVID, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HOBBS, DAVID, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HOBBSWEALTH.COM
Rdap Domain Creation Date
2022-05-26T15:50:10Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002019202
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002063364-26-000124

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
75 N. MAIN STREETZIONSVILLE, IN 46077
Business
75 N. MAIN STREETZIONSVILLE, IN 46077
Edgar EIN
883401616
Edgar Recent Filings
13F-HR2026-04-28 · 0002063364-26-000124
13F-HR2026-01-29 · 0002063364-26-000046
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-26T15:50:10Z
Rdap Domain Last Changed
2025-05-27T16:32:26Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5004505
Trust Company Affiliate
No

People (1)

1
HOBBS, DAVID, CHARLES
IAR · Direct Owner · 87.5%
5004505