Trubee Wealth Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

3618

SEC number

801-70259

Firm type

RIA

Assets under management

$911.5M as of Mar 17, 2026

Website

www.trubeewealth.com ↗

Phone

716-849-1401

Address

600 Airborne Pkwy, Buffalo, NY, 14225

Advisors at this firm

16 in our index · page 1 of 1

• Jeffrey Allan BowenCRD 832583 · Buffalo, NY
  IA RegisteredBroker
• Matthew DrosendahlCRD 7041770 · Buffalo, NY
  IA RegisteredBroker
• Anne Jennifer EmblidgeCRD 6778677 · Buffalo, NY
  IA RegisteredBroker
• Charles Ernest GeloCRD 2356060 · Buffalo, NY
  IA RegisteredBroker
• Nicholas Alexander IngoldCRD 5189327 · Buffalo, NY
  IA RegisteredBroker
• John Michael MeisnerCRD 6069294 · Buffalo, NY
  IA RegisteredBroker
• William Robert PictorCRD 858533 · Buffalo, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Patricia Edith Reinard-KopsaCRD 2101387 · Buffalo, NY
  Broker
• Eileen Regan SheetsCRD 2195735 · Buffalo, NY
  Broker
• Michael Forman SheetsCRD 734238 · Buffalo, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• John David ShineCRD 6416650 · Buffalo, NY
  IA RegisteredBroker
• Harrison Michael SteinwaldCRD 5978062 · Buffalo, NY
  IA RegisteredBroker
• Thomas Richard TurkCRD 723048 · Buffalo, NY
  IA RegisteredBroker
• Nicholas VerbanicCRD 2229305 · Buffalo, NY
  IA Registered
• Thomas Gerard VosslerCRD 1036328 · Buffalo, NY
  IA RegisteredBroker
• Conner Fred WagstaffCRD 1427591 · Buffalo, NY
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.