HBE WEALTH MANAGEMENT, LLC

7140 Stephanie Lane
Lincoln, Nebraska 68516
Tel: 402-423-4343

About HBE WEALTH MANAGEMENT, LLC

HBE WEALTH MANAGEMENT, LLC, formally registered with the SEC as HBE WEALTH MANAGEMENT, LLC. The firm was established in 10/02/2020. They have over 2 offices throughout the country.

HBE WEALTH MANAGEMENT, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $201,222,368 assets under management, offering retirement planning & investment advisory services to 584 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128315
SEC#	801-119569
Assets Managed by Firm	$201,222,368
No. of Clients	584
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	584	$201,222,368
Individuals (other than high net worth individuals)	181	$50,891,548
High net worth individuals	56	$139,967,474
Charitable organizations	Fewer than 5 clients	$7,117,844
Corporations or other businesses	Fewer than 5 clients	$3,245,502

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