HBE Wealth Management, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 128315
- Registered since
- October 2, 2020
- Website
- hbewealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.58%
- Individuals18.24%
- Charitable Organizations2.85%
- Corporations / Businesses0.33%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
HBE Wealth Management, LLC is an independent registered investment adviser that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm acts as a capital allocator and also performs selection of third‑party advisers, indicating it outsources or co-manages some strategies through external managers. Its revenue model is a percentage-of-AUM fee. HBE is not registered as a multi-state or ESG-focused adviser and lists an accounting firm relationship among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents17%
- Exchange Traded Equities10%
- US Government Bonds9%
- State & Local Bonds4%
Contacts
3 of 5
Kaiden Bedient
Associate Wealth AdvisorCRD 8161960
Christopher Bedient
Partner, Wealth AdvisorCRD 6445774
Allison Kreikemeier
Associate Wealth AdvisorCRD 7580019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$128M in ETFs
41%
$51.8M
60%
$76.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO) | Active | Small Value | $18.1M | 620,965 | 14.18% |
Location
Lincoln, NE
Lancaster
Location
Lincoln, NE
Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- Lancaster
- Address
- 7140 Stephanie Ln
- Time zone
- CT (UTC-6)
- Office locations
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