Investment adviser · CRD 128315
HBE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
LINCOLN, NE, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $277M Form ADV · Item 5.F
- Client accounts
- 667 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $218,012,972 | 78.6% |
| Individuals | 185 | $50,605,303 | 18.2% |
| Charities | Fewer than 5 | $7,895,928 | 2.8% |
| Corporations & businesses | Fewer than 5 | $922,165 | 0.3% |
Filing source
Form ADV 2056368 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
7140 STEPHANIE LANELINCOLN, NE, 68516, United States
CRD 128315
Filing source
Form ADV 2056368 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.