HOBBS WEALTH MANAGEMENT
Firm details
- Headquarters
- ZIONSVILLE, Indiana
- CRD number
- 325374
- Registered since
- February 28, 2025
- Website
- www.hobbswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76%
- Individuals24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hobbs Wealth Management is an independent RIA organized as a limited liability company and registered with the SEC in 2025. It is owned by an individual and focuses on serving individuals and families. The firm bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Hobbs identifies as a capital allocator that sources third‑party managers for client allocations. It does not describe itself as an active ESG investor and is not presented as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1DAVID HOBBS
Managing MemberCRD 5004505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$131M in ETFs
39%
$51.3M
25%
$79.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $15.3M | 200,472 | 11.73% |
Location
ZIONSVILLE, IN
BOONE
Location
ZIONSVILLE, IN
Headquartered in ZIONSVILLE, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- BOONE
- Address
- 75 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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