LP Profile

HBE Wealth Management

Also known as hbe wealth

Wealth ManagerLincoln, United StatesFounded 2001
$121M
Assets Under Management
Lincoln
Headquarters
Investment Focus

About HBE Wealth Management

HBE Wealth Management is a wealth manager based in Lincoln, US. Founded in 2001. Reported AUM: 121 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to HBE Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$277.4M
Total Clients
667
Filing Date
February 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to HBE Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is HBE Wealth Management?

HBE Wealth Management is a wealth manager based in Lincoln, United States, managing approximately $121M in assets.

Where is HBE Wealth Management headquartered?

HBE Wealth Management is headquartered in Lincoln, United States.

How much does HBE Wealth Management manage?

HBE Wealth Management manages approximately $121M in assets under management.

When was HBE Wealth Management founded?

HBE Wealth Management was founded in 2001.

How can I contact HBE Wealth Management?

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