Hobbs Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hobbs Wealth Management, LLC is an SEC‑registered investment adviser founded in 2022 that manages roughly $146.7 million on a discretionary basis for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate entities. The firm offers ongoing portfolio management, written financial planning, and pension consulting services tailored to client goals and circumstances.
The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods to create individualized investment policies and asset‑allocation targets, and it may use third‑party managers to implement strategies. Its brochure identifies a broad investable universe — including mutual funds, fixed income, REITs and real‑estate funds, insurance products and annuities, hedge funds and private equity, ETFs, TIPS, commodities and private placements — and notes clients may impose reasonable investment restrictions.
Compared with many peers, the brochure discloses that the firm’s principal is licensed to sell life and health insurance and may receive commissions for insurance product sales, a separate revenue source the firm identifies as a potential conflict of interest. The firm also points clients to third‑party information (including the SEC’s adviserinfo site) and appears to blend a single‑advisor practice with a relatively large discretionary asset base and an expanded menu of alternative and insurance‑linked products.
Client services
Expertise
Fee options
Fixed fee for financial planning ranging from $2,500 to $10,000, negotiable
$0 - $250,000: 1.45% $250,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.35%
$450.00 to $650.00 per hour, negotiable depending on complexity
Main office
75 N. Main Street
Zionsville IN 46077
Advisors at this office
1
Most active in
Indiana · Louisiana · Texas
Also doing business as
Hobbs Wealth Management · Hobbs Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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