A complete list of active advisors currently associated with Hobbs Wealth Management
Warmer can help you find a great advisor at Hobbs Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hobbs Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Zionsville, IN
| 18
|
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