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HBE WEALTH MANAGEMENT, LLC
CRD 128315File 801-119569
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$277.4M
Below cohort median (national)
Discretionary AUM
$274.4M
Non-discretionary $3.0M
Clients
258
667 accounts
Employees
5
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 2, 2020
- Principal office
- 7140 STEPHANIE LANE, LINCOLN, NE, 68516
- Phone
- 402-423-4343
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.4M
- Discretionary AUM
- $274.4M
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 662
- Non-discretionary accounts
- 5
- Total accounts
- 667
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $922K |
| Charitable organizations | Fewer than 5 | $7.9M |
| High net worth individuals | 73 | $218.0M |
| Individuals (other than high net worth individuals) | 185 | $50.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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.