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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2011
- Office Locations
- 1
Office Locations
About HBE Wealth Management, LLC
HBE Wealth Management LLC provides holistic wealth management for individuals and families, retirement plan services for 401(k) sponsors, and institutional advisory work for nonprofits and grantmaking foundations. The firm uses an evidence-based approach—index-oriented portfolios with factor tilts, proactive rebalancing, and tax-loss harvesting—integrated with tax, estate, and risk management planning. Independent member of Focus Partners Advisor Solutions and affiliated with a CPA firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT ALLEN BECKER
Managing Partner, Partner
- CRD
- #5899207
- Ownership
- 10% but less than 25%
CHRISTOPHER MICHAEL BEDIENT
Chief Compliance Officer
- CRD
- #6445774
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Kaiden Michael Bedient
--
- CRD
- #8161960
Allison Nicole Kreikemeier
Wealth Advisor
- CRD
- #7580019
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,394,925 | $414,494 |
| Non-Discretionary | $3,041,443 | $608,289 |
| Total | $277,436,368 | $415,947 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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