Hobbs Wealth Management, LLC
Hobbs Wealth Management, LLC is a registered investment adviser headquartered in Zionsville, Indiana. The firm was incorporated in Indiana and serves individual and institutional clients by offering investment supervisory and wealth management services tailored to the objectives, risk tolerances, and time horizons of each client. As of early 2025, the firm has 2 employees. The firm manages over $116 million in assets and operates as a boutique wealth management and advisory firm.
Investment Strategy
Hobbs Wealth Management, LLC provides personalized investment advice and portfolio management, with a focus on developing client-specific investment policies through detailed discussions of their goals, objectives, time horizons, and risk tolerances. The firm primarily employs long-term purchase strategies, holding securities for more than a year, and constructs diversified portfolios based on each client's needs. Fees are based on assets under management and are billed quarterly, with account grouping available for related clients. The firm aims to deliver value through a client-centric, goals-based wealth management approach.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 12.42% | $13.0M | 178,990 | $68.84 | $72.69 | -$6.2M |
Q QUAL | ISHARES TR | 10.44% | $10.9M | 59,811 | $178.20 | $182.82 | +$2.4M |
E EFV | ISHARES TR | 9.92% | $10.4M | 163,729 | $56.97 | $63.48 | +$4.7M |
I IVW | ISHARES TR | 8.65% | $9.1M | 82,311 | $101.20 | $110.10 | +$269.6K |
D DYNF | BLACKROCK ETF TRUST | 8.61% | $9.0M | 165,594 | $51.30 | $54.46 | +$1.4M |