AdvizorPro

Hbks Wealth Advisors

Hbks Wealth Advisors. CRD 112139

Hbks Wealth Advisors logo

CRD: 112139

Hbks Wealth Advisors

Erie, PA, 16506
8148365776
hbkswealth.com
$7.7B Total AUM
$7.2B Disc. AUM
14.1% 3Y CAGR
109 Employees
8,124 ADV. Clients
25 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Horizon harborPeak +more
Established Date
11-28-2000
Office Locations
13

Office Locations

1000 SE Monterey Commons Blvd. Stuart FL
101 W ELM ST Suite 350 Conshohocken PA
1777 Main Street Suite 301 Sarasota FL

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.

Team overview

43 AVG AGE
$105.0M AVG AUM / ADVISOR
$943.1K AVG AUM / CLIENT
10.2 yrs AVG TENURE
109 Employees
73 Advisory Reps
73 RIA Reps
25yrs Firm Age

Insights

Unlock to see real insight on catalyst vector north.
Unlock to see real insight on summit harbor.
Request access to benchmark trends tied to timber.
Upgrade to reveal position-level detail across focus radial.
Full visibility includes strategy notes for peak wave.
See the complete signal summary connected to prime pioneer.
Unlock to see real insight on prime radial.
Open the full profile to inspect shifts in matrix bridge.

Asset Classes

Vertex ember Insight Matrix radial Beacon Alpha Eagle Beacon wave Peak matrix Catalyst

Client Personas

Crest frontier North

CRM

Optima meridian

Custodian

Alpha Element foundation Beacon unison Eagle summit Focus Quantum fusion Ridge Foundation unison Crest

Investment Themes

Bridge Wave Signal Foundation vector

Investment Vehicles

Alpha insight Vector

Platform

North Insight Momentum insight

Services

Crest Momentum crest Fusion Momentum insight Frontier Value Vital Harbor Radial alpha Vertex

Technology

Summit crest Delta Catalyst optima

Owner & Executives

C

CHRISTOPHER MARK ALLEGRETTI

Chairman, Chief Executive Officer, Financial Advisor, General Partner

CRD
--
Ownership
Less than 5%
(856) 355-3982
focus.fusion@legacycapital.com
in linkedin.com/in/element-optima
SCOTT ALLAN CROSS

SCOTT ALLAN CROSS

CHIEF OPERATING OFFICER, Investment Advisor

CRD
#3155528
Ownership
Less than 5%
(409) 651-4730
beacon.pioneer@summitcapital.com
in linkedin.com/in/harbor-oak
R

Ridge harbor

Oak matrix vector

CRD
#42913
Ownership
32.8%
(593) 843-1917
bridge.insight@vitalcapital.com
in linkedin.com/in/insight-capital

Showing 2 of 3 owners & executives

Unlock all

Contacts

CHRISTOPHER PAUL ALLEGRETTI

CHRISTOPHER PAUL ALLEGRETTI

Financial Advisor, General Partner

CRD
#6679950
(834) 237-7413
bridge.radial@primecapital.com
in linkedin.com/in/beacon-prime
ZACHARY M. ALLEGRETTI

ZACHARY M. ALLEGRETTI

Financial Advisor, General Partner

CRD
#6100972
(750) 905-7858
foundation.legacy@beaconcapital.com
in linkedin.com/in/harbor-quantum
C

Catalyst oak

Timber unison matrix

CRD
#83003
(826) 635-8635
ember.foundation@zenithcapital.com
in linkedin.com/in/pathway-vital

Showing 2 of 74 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2022
11-08-2023
12-03-2024
11-12-2025
02-17-2026
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

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $7,661,939,874

$7.7B Total SMA
Equity - Exchange:
4.7%
Corporate - Investment Grade:
9.3%
Cash:
11.3%
Municipal Bonds:
23.8%
Other:
16.4%
Public Funds:
12.0%
U.S. Government/Agency:
8.8%
Other:
13.7%
Asset class Assets Assets %
Equity - Exchange $291,817,978 4.7%
Corporate - Investment Grade $577,427,062 9.3%
Cash $701,604,925 11.3%
Municipal Bonds $1,477,716,569 23.8%
Other $1,018,258,476 16.4%
Public Funds $745,067,177 12.0%
U.S. Government/Agency $546,382,597 8.8%
Other $850,618,361 13.7%
Total $6,208,893,145 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ELEMENT UNISON PATHWAY MATRIX NVPGDNXGZ DKXBF 7.29% $57,992,243
WAVE PATHWAY MOMENTUM RADIAL BRIDGE U2EG9GWU2 QEQ 2.57% $60,691,803
LEGACY FRONTIER OPTIMA FOUNDATION FOCUS TV1A0O9E2 OFSYW 10.13% $4,284,088
MATRIX CREST FRONTIER OPTIMA FOCUS TVZA9RJ4G SPT 8.48% $70,848,529
MATRIX RIDGE GLACIER UNISON RB7LKZKLS PXHRF 8.76% $119,342,916
LEGACY LEGACY HORIZON RADIAL BDR9YOZH7 MPZY 8.54% $59,516,907
PRIME HARBOR SIGNAL PATHWAY MERIDIAN J2F3BDOV2 DJLV 0.93% $5,935,286
PEAK EMBER LEGACY VECTOR CAK04Z0XK MJFK 3.46% $90,903,921

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform