|
⚲
|
| HBE Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 128315 |
| SEC # | 801-119569 |
| CIK # | 0002104442 |
| AUM | $277.4 M (2026-02-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 402-423-4343 |
| Address | 7140 Stephanie Lane Lincoln, NE 68516 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ametek INC/ | 1.5 | ||
| Apple Inc | 1.0 | ||
| Nvidia Corp | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Broadcom Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 50.6 |
| (b) Individuals (high net worth individuals) | 73 | 218.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 277.4 |
| By Discretionary | ||
| Discretionary | 662 | 274.4 |
| Non-Discretionary | 5 | 3.0 |
| Total | 667 | 277.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.4 | |
| Total | 667 | 277.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104442] |
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|---|---|---|
|
Auspicious Financial Planning LLC
✚
|
CA | 0.3 |
|
Macco Financial Group Inc
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WI | 0.3 |
|
Oasis Advisors LLC
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IA | 0.3 |
|
Universal Financial Advisors LLC
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MO | 0.3 |
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Kilter Group LLC
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0.3 | |
|
Delta Capital Management LLC
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NJ | 0.3 |
|
Tyner Capital Management Investment Counsel Inc
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|
TN | 0.3 |
|
Milestone Investments Inc
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|
NC | 0.3 |
|
Planguide Financial LLC
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TX | 0.3 |
|
The Retirement GUYS Formula LLC
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|
OH | 0.3 |