| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad L Pfeiffer Control | Member | 10-25% | 2025 |
| Christopher Michael Bedient Control | Chief Compliance Officer / Member | 10-25% | 2019 |
| James D. Schulz Control | Member | 10-25% | 2025 |
Hbe Wealth Management, LLC reports $201.2 million in regulatory assets under management on its Form ADV.
Hbe Wealth Management, LLC reports 4 employees.
Hbe Wealth Management, LLC is based in Lincoln, NE and has been SEC-registered since 2020.
Hbe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7140 Stephanie Lane, Lincoln, NE 68516 |
| Phone | 402-423-4343 |
| Fax | 402-423-4346 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $198.4M |
| Non-discretionary | $2.8M |
| Total (RAUM) | $201.2M |