Hbe Wealth Management, LLC
● SEC registered since 2020CRD 128315SEC# 801-119569Lincoln, NE
Reg. AUM
$277.4M
Employees
5
Accounts
667
Location
Lincoln, NE
Hbe Wealth Management, LLC assets under management
Hbe Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lincoln, NE. The firm has been registered since 2020. It reports $277.4 million in regulatory assets under management and employs 5 people.
Hbe Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Bedient Control | Chief Compliance Officer / Member | 10-25% | 2019 |
| Hbe, LLP Control | Owner | Over 75% | 2014 |
| Scott Allen Becker Control | Managing Partner / Member | 10-25% | 2014 |
Frequently asked questions
How much does Hbe Wealth Management, LLC manage?
Hbe Wealth Management, LLC reports $277.4 million in regulatory assets under management on its Form ADV.
How many employees does Hbe Wealth Management, LLC have?
Hbe Wealth Management, LLC reports 5 employees.
Where is Hbe Wealth Management, LLC located?
Hbe Wealth Management, LLC is based in Lincoln, NE and has been SEC-registered since 2020.
Does Hbe Wealth Management, LLC disclose fund performance?
Hbe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7140 Stephanie Lane, Lincoln, NE 68516 |
| Phone | 402-423-4343 |
| Fax | 402-423-4346 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$277.4M▲ 38%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$277.4Mregulatory AUM
Discretionary $274.4MNon-discretionary $3M