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HBKS WEALTH ADVISORS
Legal name: HBK SORCE ADVISORY LLC
CRD 112139File 801-60424
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.66B
Top 10% of cohort (national)
Discretionary AUM
$7.17B
Non-discretionary $488.4M
Clients
7,824
21,190 accounts
Employees
109
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 19, 2001
- Principal office
- 2725 COLONIAL AVE, ERIE, PA, 16506
- Phone
- 814-836-5776
- Website
- HTTP://WWW.HBKSWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.66B
- Discretionary AUM
- $7.17B
- Non-discretionary AUM
- $488.4M
- Discretionary accounts
- 20,782
- Non-discretionary accounts
- 408
- Total accounts
- 21,190
- AUM per client
- $979K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 301 | $748.6M |
| Charitable organizations | 18 | $0 |
| High net worth individuals | 1,597 | $5.70B |
| Pension and profit sharing plans | 161 | $0 |
| Individuals (other than high net worth individuals) | 5,747 | $1.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.