Hbe Wealth Management, LLC
Hbe Wealth Management, LLC is an SEC-registered wealth manager in Lincoln, NE with $277.4M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Hbe Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128315, SEC 801-119569, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $277.4M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Lincoln, NE
- Employees
- 5
- Clients
- 258
- CRD
- 128315
- Ownership
- BEDIENT, CHRISTOPHER, MICHAEL; BECKER, SCOTT, ALLEN; HBE, LLP; SCHULZ, JAMES, D.; SIEBRANDT, KRYSTAL, L.
How much AUM does Hbe Wealth Management, LLC have?
Hbe Wealth Management, LLC reported $277.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Hbe Wealth Management, LLC?
Disclosed owners and executives of Hbe Wealth Management, LLC include BEDIENT, CHRISTOPHER, MICHAEL, BECKER, SCOTT, ALLEN, HBE, LLP, SCHULZ, JAMES, D., SIEBRANDT, KRYSTAL, L.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.