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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-28-2000
- Office Locations
- 15
Office Locations
About Hbks Wealth Advisors
HBKS Wealth Advisors is an independent, fiduciary firm providing holistic financial planning and wealth management for individuals and businesses. Its CFP professionals deliver comprehensive advice across retirement, estate, insurance, and tax-aware strategies, with integrated accounting and advisory support through affiliate HBK CPAs & Consultants (a Top 100 CPA firm). Investment implementation commonly uses ETFs and fixed income within an asset-allocation approach.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $7.7B between November 12, 2025 and February 17, 2026.
Across 5 reported observations, AUM increased 53.5% between November 14, 2022 and February 17, 2026, from $5.0B to $7.7B.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 73 advisory representatives and 8,124 clients, or 111.3 clients per representative. That equates to $943.1K in reported AUM per client.
The profile lists 15 reported office locations and 25 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hbks Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER MARK ALLEGRETTI
Chairman, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- --
- Ownership
- Less than 5%
SCOTT ALLAN CROSS
CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #3155528
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CHRISTOPHER PAUL ALLEGRETTI
Financial Advisor, General Partner
- CRD
- #6679950
ZACHARY M. ALLEGRETTI
Financial Advisor, General Partner
- CRD
- #6100972
Showing 2 of 74 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,173,564,957 | $345,182 |
| Non-Discretionary | $488,374,917 | $1,196,997 |
| Total | $7,661,939,874 | $361,583 |
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Separately Managed Accounts
SMA allocation detail is available
Hbks Wealth Advisors has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hbks Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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