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HBE WEALTH MANAGEMENT, LLC

LINCOLN, NE · CRD 128315 · IAPD ↗ · 402-423-4343

$277.4MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — HBE WEALTH MANAGEMENT, LLC reported RAUM up 38% ($201.2M -> $277.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — HBE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($128.6M -> $163.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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