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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| HBE Wealth Management LLC
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| CRD # | 128315 |
| SEC # | 801-119569 |
| CIK # | |
| AUM | $201.2 M (2025-07-22) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 402-423-4343 |
| Address | 7140 Stephanie Lane Lincoln, NE 68516 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 50.9 |
| (b) Individuals (high net worth individuals) | 56 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 201.2 |
| By Discretionary | ||
| Discretionary | 579 | 198.4 |
| Non-Discretionary | 5 | 2.8 |
| Total | 584 | 201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.2 | |
| Total | 584 | 201.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blueprint Financial Advisors LLC
✚
|
NC | 0.2 |
|
Central Pine Capital LLC
✚
|
NY | 0.2 |
|
Maclean Capital Advisors LLC
✚
|
CA | 0.2 |
|
Wedgewood Investors Inc
✚
|
PA | 0.2 |
|
Heritage Financial Counselors LLC
✚
|
NJ | 0.2 |
|
MRP Capital Investments LLC
✚
|
GA | 0.2 |
|
Walleye Partners LLC
✚
|
0.2 | |
|
The RUDD Company LLC
✚
|
TX | 0.2 |
|
Cedar Point Capital Partners LLC
✚
|
IA | 0.2 |
|
Mark Gillam Enterprises
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|
CA | 0.2 |