HBE WEALTH MANAGEMENT, LLC
CRD #128315 SEC #801-119569 LINCOLN, NE 402-423-4343
SEC Registered
Total AUM
$201.2M
Discretionary
$198.4M
Employees
4
Clients
0
Accounts
584
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $201.2M | $198.4M | $2.8M | 4 | 0 |
| Apr 2025 | $201.2M | $198.4M | $2.8M | 4 | 0 |
| Jan 2025 | $201.2M | $198.4M | $2.8M | 4 | 0 |
| Feb 2024 | $163.7M | $161.1M | $2.7M | 4 | 0 |
| Mar 2023 | $128.6M | $126.2M | $2.4M | 4 | 0 |
| Mar 2022 | $121.2M | $118.5M | $2.7M | 3 | 0 |
| Mar 2021 | $108.2M | $105.9M | $2.4M | 4 | 0 |
| Oct 2020 | $123.3M | $121.2M | $2.1M | 4 | 0 |
| Sep 2020 | $123.3M | $121.2M | $2.1M | 4 | 0 |
DateJul 2025
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.8M
Employees4
Clients0
DateApr 2025
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.8M
Employees4
Clients0
DateJan 2025
Total AUM$201.2M
Discretionary$198.4M
Non-Disc.$2.8M
Employees4
Clients0
DateFeb 2024
Total AUM$163.7M
Discretionary$161.1M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2023
Total AUM$128.6M
Discretionary$126.2M
Non-Disc.$2.4M
Employees4
Clients0
DateMar 2022
Total AUM$121.2M
Discretionary$118.5M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2021
Total AUM$108.2M
Discretionary$105.9M
Non-Disc.$2.4M
Employees4
Clients0
DateOct 2020
Total AUM$123.3M
Discretionary$121.2M
Non-Disc.$2.1M
Employees4
Clients0
DateSep 2020
Total AUM$123.3M
Discretionary$121.2M
Non-Disc.$2.1M
Employees4
Clients0