HBE Wealth Management provides portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
HBE Wealth Management reports 258 clients. They include 185 individual clients and 73 high-net-worth individuals. Of its assets, 98.9% ($274M across 662 accounts) are managed with discretion; $3.04M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 18% |
| High-net-worth individuals | 28% | 79% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 185 | $50.6M | 18.2% | $274K |
| High-net-worth individuals | 73 | $218M | 78.6% | $2.99M |
| Charitable organizations | Fewer than 5 | $7.9M | 2.8% | — |
| Corporations and other businesses | Fewer than 5 | $922K | 0.3% | — |
| Total | 258 | $277M | 100% | — |
- Clients
- 185
- Regulatory AUM
- $50.6M
- AUM share
- 18.2%
- Avg. per client
- $274K
- Clients
- 73
- Regulatory AUM
- $218M
- AUM share
- 78.6%
- Avg. per client
- $2.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.9M
- AUM share
- 2.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $922K
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 258
- Regulatory AUM
- $277M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
HBE Wealth Management charges 0.35%–1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.
Fee details and sources
Hbe, LLP owns 75% or more of HBE Wealth Management. The leadership team of HBE Wealth Management includes Chief Compliance Officer Christopher Bedient. It has 5 employees.
Leadership
- Christopher BedientChief Compliance Officer / Member
- Scott BeckerManaging Partner / Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Scott Allen Becker
- Christopher Michael Bedient
- Kaiden Michael Bedient
- Allison Nicole Kreikemeier
- Sara Jane Sweeney
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Hbe Wealth Management, LLC
Hbe, LLP
Control person · since March 2014
- Owns 10% to 25% of Hbe Wealth Management, LLC
Scott Becker
Control person · since March 2014
- Owns 10% to 25% of Hbe Wealth Management, LLC
Christopher Bedient
Control person · since May 2019
HBE Wealth Management’s regulatory assets grew 2.6× from $108M (March 2021) to $277M (February 2026); clients rose from 173 to 258 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $277M | 258 | 5 | 2 |
| July 2025 | $201M | 237 | 4 | 2 |
| February 2024 | $164M | 219 | 4 | 2 |
| March 2023 | $129M | 187 | 4 | 2 |
| March 2022 | $121M | 167 | 3 | 2 |
| March 2021 | $108M | 173 | 4 | 3 |
Besides its headquarters, HBE Wealth Management has 1 office, with 2 listed addresses in Nebraska.
Nebraska · 2 listed addresses
- 7140 Stephanie Lane, LincolnHQ
- 1121 N 102nd Court, Omaha
Contact and registration details
- Legal name
- Hbe Wealth Management, LLC
- Headquarters
- 7140 Stephanie Lane, Lincoln, NE 68516
- Website
- hbewealth.com
- Phone
- 402-423-4343
- SEC file
- 801-119569
- Founded
- 2001
- Structure
- Nebraska LLC
- Fiscal year end
- December
HBE Wealth Management uses Fidelity ($268M) as custodian for its separately managed accounts. HBE Wealth Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Smithfield, RI · $268M100%
At year end, HBE Wealth Management’s separately managed accounts were mostly in funds (61%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $139M across 59 positions; the largest are EA Series Trust (13.0%), iShares TR (10.8%) and Vanguard Scottsdale Fds (9.0%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds61%
- Registered funds60%
- Pooled vehicles1%
- Bonds14%
- U.S. government and agency bonds9%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash17%
Reported 13F holdings
- $139M
- Reported 13F value
- 59
- Positions
- 72.9%
- In the 10 largest
- +21.4%
- Value vs. prior quarter
- EA Series Trust · Brid Omn Sma ETF13.0%
- iShares TR · Core S&P Ttl Stk10.8%
- Vanguard Scottsdale Fds · Inter Term Treas9.0%
- American Centy ETF TR · Intl Smcp Vlu7.7%
- Dimensional ETF Trust · Shor Dur Fix ETF6.6%
- Vanguard Malvern Fds · Strm Infproidx6.4%
- Dimensional ETF Trust · Emerging Mkts CO5.9%
- Dimensional ETF Trust · US Cor Equ 2 ETF5.5%
- iShares TR · Core MSCI Intl4.7%
- Dimensional ETF Trust · Intl High Profit3.2%
Together, the ten largest are 72.9% of reported value.
How many clients does HBE Wealth Management have?
HBE Wealth Management has 258 clients and manages $277 million for them, as of February 2026. They include 185 individual clients and 73 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does HBE Wealth Management offer?
HBE Wealth Management provides portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does HBE Wealth Management charge?
HBE Wealth Management charges 0.35%–1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.
Which custodians does HBE Wealth Management use?
HBE Wealth Management’s separately managed account assets are held at National Financial Services LLC (Smithfield, RI), with $268M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does HBE Wealth Management have?
HBE Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does HBE Wealth Management invest in?
At the end of its last fiscal year, HBE Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 10% exchange-traded equities, 9% U.S. government and agency bonds, 4% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HBE Wealth Management?
HBE Wealth Management’s direct owners are Scott Becker (10% to 25%), Christopher Bedient (10% to 25%) and Hbe, LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does HBE Wealth Management get paid?
HBE Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is HBE Wealth Management registered with the SEC?
Yes, HBE Wealth Management has been registered with the SEC as an investment adviser since 2 October 2020. Its CRD number is 128315 and its SEC file number is 801-119569.
Source: Form ADV Part 1A, Item 1, filed 26 February 2026; IAPD firm record
How do I contact HBE Wealth Management?
HBE Wealth Management’s main office is at 7140 Stephanie Lane, Lincoln, NE 68516. Its phone number is 402-423-4343. Its website is hbewealth.com.