Hobbs Wealth Management
Hobbs Wealth Management is an SEC-registered mass-market adviser in Zionsville, IN with $146.7M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Hobbs Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325374, SEC 801-132062, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $146.7M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Zionsville, IN
- Employees
- 6
- Clients
- 194
- CRD
- 325374
- Ownership
- HOBBS, DAVID, CHARLES
How much AUM does Hobbs Wealth Management have?
Hobbs Wealth Management reported $146.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Hobbs Wealth Management?
Disclosed owners and executives of Hobbs Wealth Management include HOBBS, DAVID, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.