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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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