← Tributary

HBKS WEALTH ADVISORS

ERIE, PA · CRD 112139 · IAPD ↗ · hbkswealth.com · 814-836-5776

$7.66BRegulatory AUM
73Advisory reps
109Employees
300Clients
More than 500Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
December 2024 — HBKS WEALTH ADVISORS added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — HBKS WEALTH ADVISORS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.