HOBART WEALTH

7733 Ballantyne Commons Parkway
Suite 101
Charlotte, North Carolina 28277
Tel: 888-553-0122

About HOBART WEALTH

HOBART WEALTH, formally registered with the SEC as HOBART WEALTH. The firm was established in 02/29/2016. They have over 3 offices throughout the country.

HOBART WEALTH is a Charlotte, North Carolina based Financial Planning firm with nearly $326,212,682 assets under management, offering retirement planning & investment advisory services to 1862 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168494
SEC#	801-107338
Assets Managed by Firm	$326,212,682
No. of Clients	1862
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1862	$326,212,682
Individuals (other than high net worth individuals)	570	$203,718,916
High net worth individuals	84	$122,374,701
Charitable organizations	1	$119,065

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