HOBBS WEALTH MANAGEMENT, LLC
HOBBS WEALTH MANAGEMENT, LLC of ZIONSVILLE, IN is an SEC-registered investment adviser (CRD 325374). Regulatory assets under management: $146.7M.
Registration
- CRD: 325374
- SEC file number: 801-132062
- Type: Registered investment adviser
- Location: 75 N. MAIN STREET, ZIONSVILLE, IN, 46077
- Phone: 317-559-2940
- Latest filing: 2026-03-04
- Regulatory AUM: $146.7M
- Discretionary AUM: $146.7M
- Clients: 6
- Accounts: 631
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| David Charles Hobbs | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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