CRD: 307956
HUB Investment Partners, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2020
- Office Locations
- 46
Office Locations
About HUB Investment Partners, LLC
HUB Retirement and Private Wealth (HUB Investment Partners) provides retirement plan advisory and private wealth management for individuals and families, employers, and organizations. Services include financial planning, investment management, retirement planning, executive compensation and concentrated stock guidance, plus tax and estate planning. The team offers nationwide coverage and draws on 25+ years serving retirement and wealth clients, with custody options including Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 10, 2025 and June 30, 2026, reported AUM increased 32.3%, from $9.0B to $11.9B.
Across 5 reported observations, AUM increased 179.5% between August 16, 2022 and June 30, 2026, from $4.3B to $11.9B.
Of the latest reported AUM, 83.0% is discretionary and 17.0% is non-discretionary.
The firm reports 103 advisory representatives and 6,190 clients, or 60.1 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 46 reported office locations and 6 years in operation. The source data was last updated on June 30, 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
- Services
- Technology
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Owner & Executives
DENNIS WALTER BIELIK
Advisor, DIRECTOR OF PRIVATE WEALTH, EVP, MANAGING DIRECTOR
- CRD
- #5980756
- Ownership
- Less than 5%
SCOTT CHRISTOPHER HAUPTMANN
EXECUTIVE VICE PRESIDENT, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CRAIG CARLTON ADAMS
--
- CRD
- #5339011
Garrett Adams
Wealth Advisor
- CRD
- #6477028
Showing 2 of 123 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,863,776,403 | $658,024 |
| Non-Discretionary | $2,014,750,450 | $3,330,166 |
| Total | $11,878,526,853 | $761,688 |
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Separately Managed Accounts
SMA allocation detail is available
HUB Investment Partners, LLC 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
HUB Investment Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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