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HBE WEALTH MANAGEMENT, LLC
CRD 128315 · SEC 801-119569
7140 STEPHANIE LANE, LINCOLN, NE, 68516, United States
Phone
402-423-4343
Fax
402-423-4346
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.4M
Discretionary AUM
$274.4M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $50.6M |
| High net worth individuals | 73 | $218.0M |
States served
KS, NE, TX
All web addresses on file
Official SEC filing: View on IAPD