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David Herbe

Investment adviser representative at SKM Wealth Advisors in Erie, PA

Investment adviser registrationUpdated

David Herbe is an investment adviser representative at SKM Wealth Advisors LLC, an investment adviser managing $107M, and works from its Erie, PA office. David Herbe has been registered through SKM Wealth Advisors since 22 January 2025 and has 1 year in the industry across 1 firm.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

David Herbe has been an investment adviser representative at SKM Wealth Advisors since January 2025, and is not listed among the firm’s executive officers or direct owners.

SKM Wealth Advisors LLC is an Erie, PA firm with $107M under management, 97 clients and 9 advisers in one office, as of its May 2026 filing.

  1. – present · 1 year
    Erie, PA · Adviser representative · Firm CRD 333778

Credentials and registrations

Investment adviser representative registrations

David Herbe is registered as an investment adviser representative in Pennsylvania, since January 2025.

  • PennsylvaniaSince 22 January 2025

Examinations

No examinations are on David Herbe’s record.

Key facts

Full name
David J. Herbe
CRD
8009191
Firm
SKM Wealth Advisors · CRD 333778
Office
1545 WEST 38TH STREET, Erie, PA 16508
Registration
Investment adviser registration
In the industry since
January 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does David Herbe work?

David Herbe is an investment adviser representative registered through SKM Wealth Advisors LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is David Herbe a financial advisor?

Yes. David Herbe has a current investment-adviser registration in Pennsylvania, through SKM Wealth Advisors since January 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does David Herbe have?

David Herbe has 1 year in the financial industry, since January 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is David Herbe based?

David Herbe’s registered office is in Erie, PA.

Source: IAPD individual record, checked 22 October 2026

Is David Herbe registered with FINRA?

No. David Herbe has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify David Herbe’s record?

Search CRD 8009191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Herbe’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at SKM Wealth Advisors

Sources

  1. IAPD individual record, CRD 8009191, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of SKM Wealth Advisors LLC, filed 5 May 2026. Executive officers and direct owners; this person is not among them.