# EDGAR Filing Document

**Accession Number:** 0000099947
**File Stem:** 0000099947-26-000005
**Filing Date:** 2026-2
**Character Count:** 2781
**Document Hash:** 7ed077763fdad10641885858713bd105
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000099947-26-000005.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0000099947-26-000005

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TRUBEE WEALTH ADVISORS, INC.
- **CENTRAL INDEX KEY:** 0000099947

**ORGANIZATION NAME:**
- **EIN:** 161406627
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-02142
- **FILM NUMBER:** 26698083

**BUSINESS ADDRESS:**
- **STREET 1:** 600 AIRBORNE PKWY SUITE #120
- **STREET 2:** FAX # 716-849-0144
- **CITY:** BUFFALO
- **STATE:** NY
- **ZIP:** 14225
- **BUSINESS PHONE:** (716) 849-1401

**MAIL ADDRESS:**
- **STREET 1:** 600 AIRBORNE PKWY SUITE #120
- **CITY:** BUFFALO
- **STATE:** NY
- **ZIP:** 14225

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TRUBEE, COLLINS & CO., INC.
- **DATE OF NAME CHANGE:** 20020129

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TRUBEE COLLINS & CO INC                                 /BD
- **DATE OF NAME CHANGE:** 20020129

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TRUBEE COLLINS & CO INC
- **DATE OF NAME CHANGE:** 20000906

### Attached PDF Documents

**Attachment 1:** `trubeewealthshortform2025_1.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000099947

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** TRUBEE WEALTH ADVISORS, INC.

**Business Address:** 600 AIRBORNE PKWY SUITE #120, FAX # 716-849-0144, BUFFALO, VA, 14225

**Contact Person:** Conner Fred Wagstaff, III

**Contact Phone:** 2052099438

### Independent Public Accountant Identification

**Accountant Name:** Lumsden & McCormick CPA

**Accountant Address:** 369 Franklin Street, Buffalo, NY, 14202

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **John Shine**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **TRUBEE WEALTH ADVISORS, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** John Shine

**Title:** President