Full text of TRUBEE WEALTH ADVISORS, INC.'s X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **TRUBEE WEALTH ADVISORS, INC.** **Statements of Financial Condition and Supplementary Schedules As of December 31, 2025** **Filed in accordance with Rule 17a-5(e)(3) As a PUBLIC DOCUMENT.** {1}------------------------------------------------ OMB APPROVAL UNITED STATES OMB Number: 3235-0123 SECURITIES AND EXCHANGE COMMISSION Expires: Nov. 30, 2026 Washington, D.C. 20549 Estimated average burden hours per response: 12 ANNUAL REPORTS SEC FILE NUMBER FORM X-17A-5 8-2142 PART III FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 AND ENDING 12/31/25 filing for the period beginning 01/01/25 MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAME OF FIRM: TRUBEE WEALTH ADVISORS, INC. TYPE OF REGISTRANT (check all applicable boxes): @ Broker-dealer O Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 600 AIRBORNE PARKWAY, SUITE 120 (No. and Street) 14225 NY BUFFALO (Zip Code) (State) (City) PERSON TO CONTACT WITH REGARD TO THIS FILING JOHN SHINE 716-849-1401 jshine@trubeewealth.com (Email Address) (Area Code - Telephone Number) (Name) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* LUMSDEN & MCCORMICK, LLP CERTIFIED PUBLIC ACCOUNTANTS (Name – if individual, state last, first, and middle name) 14202 NY BUFFALO 369 FRANKLIN STREET (State) (Zip Code) (City) (Address) (PCAOB Registration Number, if applicable) (Date of Registration with PCAOB)(if applicable) FOR OFFICIAL USE ONLY \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(1){ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. {2}------------------------------------------------ ### OATH OR AFFIRMATION | JOHN SHINE | swear (or affirm) that, to the best of my knowledge and belief, the | |-------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------| | financial report pertaining to th…Read the full text as markdown