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HBKS WEALTH ADVISORS
HBK SORCE ADVISORY LLC
CRD 112139 · SEC 801-60424
2725 COLONIAL AVE, ERIE, PA, 16506, United States
Phone
814-836-5776
Fax
814-836-5779
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.66B
Discretionary AUM
$7.17B
Team
109 total employees; 73 advisory reps; 300 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5747 | $1.22B |
| High net worth individuals | 1597 | $5.70B |
| Pension/profit sharing plans | 161 | $0 |
| Charitable organizations | 18 | $0 |
| Corporations/business entities | 301 | $748.6M |
States served
VT, AZ, CA, CO, DE, GA, IL, IN, KY, LA, ME, MD, MA, MI, NE, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD