HBE WEALTH MANAGEMENT, LLC

Overview

HBE Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses, together with selecting third‑party advisers where appropriate. HBE is not a multistate or pension consultant adviser and does not report an ESG investing emphasis. The firm’s business mix and disclosures indicate a reliance on public funds and mutual funds as core building blocks, while also directing client capital to external alternative managers for certain strategies. HBE lists an industry affiliation with accounting professionals, which suggests coordination with tax and reporting specialists as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives