TRUBEE WEALTH ADVISORS, INC.

CRD

3618

SEC file #

801-70259

EIN

—

DBA names

—

Economics

AUM

$911.5M

AUM band

$500M-$1B

AUM trajectory

'20 · $265.5M

'21 · $358.9M

'22 · $421.9M

'23 · $598.5M

'25 · $724.2M

'26 · $911.5M

'20'26

$265.5M → $911.5M▲ +243%

sec adv history

Client mix

Individuals Other	520
Individuals High Net Worth	166
Charitable Organizations	31
Pension Profit Sharing Plans	9
Corporations	8

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 14 advisors

'21 · 14 advisors

'22 · 14 advisors

'23 · 15 advisors

'25 · 15 advisors

'26 · 14 advisors

'20'26

14 advisors → 14 advisors▬ 0%

sec adv history

Primary office

BUFFALO NY

Branches

—

Custodian & Brokerage

Primary custodian

Wells Fargolow confidence

adv brochure

Services offered

Portfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/17/2026

ADV-W filed at

—

Website

trubeewealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PICTOR, WILLIAM ROBERT

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

PICTOR, WILLIAM ROBERT

SHINE, JOHN DAVID

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

TRUBEEWEALTH.COM

Rdap Domain Creation Date

2022-01-25T16:04:14Z

Rdap Firm Age Years

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

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1292

Soi Zip Pct 200k Plus

0.0113

Soi Zip Returns 200k Plus

200

Soi Zip Total AGI

978,465

Fdic Zip Total Deposits

18,512,123,000

Fdic Zip Branch Count

291

Fdic Zip Top Banks

Manufacturers and Traders Trust Company

Citizens Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (24)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Wells Fargo	4
E*trade	4

adv brochure

Fdic Zip Branches Raw

Manufacturers and Traders Trust CompanyCheektowaga, NY

Fdic Zip HHI

3653.72

Fdic Zip Top Bank Share Pct

59.23

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-25T16:04:14Z

Rdap Domain Last Changed

2025-11-19T19:52:29Z

Rdap Nameservers

Ns63.domaincontrol.comNs64.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	62,633
Returns	4,770

Stub 2

AGI	193,841
Returns	5,170

Stub 3

AGI	216,181
Returns	3,530

Soi Zip Total Business Income

19,319

Soi Zip Total Cap Gains

8,956

Soi Zip Total Dividends

6,299

Soi Zip Total Returns

17,720

Top Owner CRD

858533

Trust Company Affiliate

IAR · Direct Owner · 17.5%

People (18)

TURK, THOMAS RICHARD

723048

SHINE, JOHN DAVID

IAR · Direct Owner · 17.5%

6416650

PICTOR, WILLIAM ROBERT

IAR · Direct Owner · 17.5%

858533

VERBANIC, NICHOLAS

STEINWALD, HARRISON MICHAEL

2229305

5978062

BOWEN, JEFFREY ALLAN

832583

GELO, CHARLES ERNEST

2356060

EMBLIDGE, ANNE JENNIFER

INGOLD, NICHOLAS ALEXANDER

6778677