Hobart Wealth

Overview

Hobart Wealth LLC is an independent registered investment adviser that began SEC registration in 2016 and operates as a limited liability company. The firm describes itself as a capital allocator that serves individual and family clients as well as institutional accounts. Its fee schedules include asset‑based fees alongside hourly and fixed‑fee arrangements. Core advisory services reported on the ADV include financial planning, portfolio management for individuals and small businesses, due diligence and selection of outside advisers, regular publications or newsletters, and educational seminars or workshops. Hobart Wealth does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives