Trubee Wealth Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Trubee Wealth Advisors reports 734 clients. They include 520 individual clients, 166 high-net-worth individuals and 31 charitable organizations. Of its assets, 86.9% ($792M across 1,255 accounts) are managed with discretion; $120M across 122 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 23% |
| High-net-worth individuals | 23% | 69% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 4% | 5% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 520 | $206M | 22.6% | $397K |
| High-net-worth individuals | 166 | $628M | 68.9% | $3.79M |
| Pension and profit-sharing plans | 9 | $12.4M | 1.4% | $1.38M |
| Charitable organizations | 31 | $41.4M | 4.5% | $1.34M |
| Corporations and other businesses | 8 | $23M | 2.5% | $2.88M |
| Total | 734 | $911M | 100% | $1.24M |
- Clients
- 520
- Regulatory AUM
- $206M
- AUM share
- 22.6%
- Avg. per client
- $397K
- Clients
- 166
- Regulatory AUM
- $628M
- AUM share
- 68.9%
- Avg. per client
- $3.79M
- Clients
- 9
- Regulatory AUM
- $12.4M
- AUM share
- 1.4%
- Avg. per client
- $1.38M
- Clients
- 31
- Regulatory AUM
- $41.4M
- AUM share
- 4.5%
- Avg. per client
- $1.34M
- Clients
- 8
- Regulatory AUM
- $23M
- AUM share
- 2.5%
- Avg. per client
- $2.88M
Total
- Clients
- 734
- Regulatory AUM
- $911M
- AUM share
- 100%
- Avg. per client
- $1.24M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Trubee Wealth Advisors charges 1.50%–2.00% a year for its Advisory fee; its fees and minimums are set out in its brochures on the SEC website.
The leadership team of Trubee Wealth Advisors includes President Jeffrey Allan Bowen and Chief Compliance Officer Patricia Edith Reinard-Kopsa. It has 17 employees, 14 of them in advisory roles.
Leadership
- Jeffrey Allan BowenVice President, Srop, Crop
- Anthony Frank FrandinaVice President
- Charles Ernest GeloVice President
- Nicholas Alexander IngoldVice President
- William Robert PictorVice President
- John David ShinePresident, Branch Manager, & CEO
- Thomas Richard TurkVice President
- Nicholas VerbanicVice President
- Thomas Gerard VosslerVice President
- Patricia Edith Reinard-KopsaChief Compliance Officer
- Harrison Michael SteinwaldFINOP and CFO
- Anne Jennifer EmblidgeFinancial Advisor
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Allan Bowen
- Matthew Drosendahl
- Anne Jennifer Emblidge
- Charles Ernest Gelo
- Nicholas Alexander Ingold
- John Michael Meisner
- William Robert Pictor
- Michael Forman Sheets
- John David Shine
- Harrison Michael Steinwald
- Thomas Richard Turk
- Nicholas Verbanic
- Thomas Gerard Vossler
Staff
- 17 employees
- 14 in advisory functions
- 14 state-registered reps
- 16 broker-dealer reps
- 11 insurance agents
- Owns 10% to 25% of Trubee Wealth Advisors, Inc.
William Robert Pictor
Control person · since January 1998
- Owns 10% to 25% of Trubee Wealth Advisors, Inc.
Thomas Richard Turk
Control person · since October 2009
- Owns 10% to 25% of Trubee Wealth Advisors, Inc.
John David Shine
Control person · since July 2022
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Jeffrey Allan Bowen
Control person · since December 1991
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Charles Ernest Gelo
Control person · since April 2009
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Nicholas Verbanic
since February 2023
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Harrison Michael Steinwald
since March 2024
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Anthony Frank Frandina
Control person · since December 1991
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Nicholas Alexander Ingold
Control person · since March 2024
- Owns 5% to 10% of Trubee Wealth Advisors, Inc.
Anne Jennifer Emblidge
since March 2017
Trubee Wealth Advisors’ regulatory assets grew 2.2× from $422M (March 2021) to $911M (March 2026); clients rose from 446 to 734 and employees fell from 24 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $911M | 734 | 17 | 1 |
| July 2025 | $724M | 686 | 17 | 1 |
| March 2024 | $617M | 684 | 17 | 1 |
| June 2023 | $537M | 665 | 18 | 1 |
| March 2022 | $599M | 549 | 18 | 1 |
| March 2021 | $422M | 446 | 24 | 1 |
Besides its headquarters, Trubee Wealth Advisors has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 600 Airborne Pkwy, Suite #120, BuffaloHQ
Contact and registration details
- Legal name
- Trubee Wealth Advisors, Inc.
- Headquarters
- 600 Airborne Pkwy, Suite #120, Buffalo, NY 14225
- Website
- trubeewealth.com
- Phone
- 716-849-1401
- SEC file
- 801-70259
- Structure
- New York corporation
- Fiscal year end
- December
Trubee Wealth Advisors uses Wells Fargo Clearing Services ($617M) as custodian for its separately managed accounts. Trubee Wealth Advisors has custody of $724M in client assets for 686 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $617M100%
At year end, Trubee Wealth Advisors’ separately managed accounts were mostly in funds (51%) and stocks (35%).
What the accounts hold
- Stocks35%
- Funds51%
- Bonds5%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash9%
How many clients does Trubee Wealth Advisors have?
Trubee Wealth Advisors has 734 clients and manages $911 million for them, as of March 2026. They include 520 individual clients, 166 high-net-worth individuals and 31 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Trubee Wealth Advisors offer?
Trubee Wealth Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Trubee Wealth Advisors charge?
Trubee Wealth Advisors charges 1.50%–2.00% a year for its Advisory fee.
Source: TRUBEE WEALTH ADVISORS FORM ADV 2A, filed 17 March 2026
Which custodians does Trubee Wealth Advisors use?
Trubee Wealth Advisors’ separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $617M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Trubee Wealth Advisors have?
Trubee Wealth Advisors has 14 investment adviser representatives registered with state securities authorities, out of 17 employees, and 14 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Trubee Wealth Advisors invest in?
At the end of its last fiscal year, Trubee Wealth Advisors’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 9% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trubee Wealth Advisors?
Trubee Wealth Advisors’ direct owners are William Robert Pictor, Jeffrey Allan Bowen, Thomas Richard Turk, Charles Ernest Gelo, John David Shine, Nicholas Verbanic, Harrison Michael Steinwald, Anthony Frank Frandina, Nicholas Alexander Ingold and Anne Jennifer Emblidge, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Trubee Wealth Advisors get paid?
Trubee Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Trubee Wealth Advisors?
Trubee Wealth Advisors’ main office is at 600 Airborne Pkwy, Suite #120, Buffalo, NY 14225. Its phone number is 716-849-1401. Its website is trubeewealth.com.