DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hbe Wealth Management, LLC
Latest filing Feb 26, 2026
First filing on the tape Sep 2, 2020 · 11 filings
SEC status approved since Oct 2, 2020
RAUM
$277M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
97%
$269M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$55.5M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$277M as of Feb 26, 2026
Mar 10, 2021$108M then
HNW client RAUM$218M as of Feb 26, 2026
Mar 10, 2021$65.8M then
State-registered IARs (5.B.3)5 as of Feb 26, 2026
Mar 10, 20213 then
Employees (5.A)5 as of Feb 26, 2026
Mar 10, 20214 then
Private funds: no history
RAUM +38% over the last fiscal year+29% a year over threeIARs 3 to 5
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $55.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $415,947derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- +67%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$218M79%
- Individuals$50.6M18%
- Charitable organizations$7.9M2.8%
- Corporations and businesses$922,1650.3%
- Individual clients
- 185reported
- HNW clients
- 73reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 667reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Scott Allen BeckerCertified Financial Planner | Lincoln, Ne | Mar 11, 2011 | 35 y | 0 |
| Christopher Michael BedientCertified Financial Planner, Chartered Financial Analyst | Lincoln, Ne | Mar 17, 2015 | 11 y | 0 |
| Allison Nicole KreikemeierCertified Financial Planner | Lincoln, Ne | Feb 14, 2023 | 12 y | 0 |
| Sara Jane SweeneyCertified Financial Planner | Lincoln, Ne | Oct 26, 2023 | 10 y | 0 |
| Kaiden Michael Bedient | Lincoln, Ne | Nov 24, 2025 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Zachary Barrett Lundak to Personal Capital Advisors CorporationOct 5, 2021 · RIA to RIA
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Allen Scott Becker · Managing Partnercontrolsince 03/2014 · owns less than 5%
- Michael Christopher Bedient · Chief Compliance Officercontrolsince 05/2019 · owns 10% to 25%
- Allen Scott Becker · Partnercontrolsince 01/1999 · owns 25% to 50% of Hbe, Llp
- L. Krystal Siebrandt · Partnercontrolsince 01/2012 · owns 25% to 50% of Hbe, Llp
- D. James Schulz · Partnersince 01/2012 · owns 25% to 50% of Hbe, Llp
Entity owners
- Hbe, Llp · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Hbe, Llpinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lincoln, Ne · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Omaha, NE2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Feb 26, 2026pension consulting (Item 5.G.6): yes on the filing of 2025-07-22, no on the filing of 2026-02-26peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 25 %Change between filings · filing Feb 26, 2026RAUM (Item 5.F) moved from $201,222,368 to $277,436,368 (+38.0%) between the annual amendments of 2025-04-11 and 2026-02-26; the peer median change was +15.0% (4551 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 584 to 667Jul 22, 2025 to Feb 26, 2026
- Advisory employees · 4 to 5Jul 22, 2025 to Feb 26, 2026
- Advisory activities · 3 to 2Jul 22, 2025 to Feb 26, 2026
- HNW clients · 56 to 73Jul 22, 2025 to Feb 26, 2026
- Individual clients · 181 to 185Jul 22, 2025 to Feb 26, 2026
- Employees · 4 to 5Jul 22, 2025 to Feb 26, 2026
- State-registered IARs · 4 to 5Jul 22, 2025 to Feb 26, 2026
- Discretionary RAUM · $198M to $274MJul 22, 2025 to Feb 26, 2026
- HNW RAUM · $140M to $218MJul 22, 2025 to Feb 26, 2026
- Individual RAUM · $50.9M to $50.6MJul 22, 2025 to Feb 26, 2026
- Non-discretionary RAUM · $2.8M to $3.0MJul 22, 2025 to Feb 26, 2026
- RAUM · $201M to $277MJul 22, 2025 to Feb 26, 2026
- Advisory employees · 3 to 4Apr 11, 2025 to Jul 22, 2025
- Financial planning clients · 0 to 0Apr 11, 2025 to Jul 22, 2025
- State-registered IARs · 3 to 4Apr 11, 2025 to Jul 22, 2025
- Accounts · 538 to 584Feb 14, 2024 to Jan 31, 2025
- HNW clients · 40 to 56Feb 14, 2024 to Jan 31, 2025
- Individual clients · 179 to 181Feb 14, 2024 to Jan 31, 2025
- Discretionary RAUM · $161M to $198MFeb 14, 2024 to Jan 31, 2025
- HNW RAUM · $105M to $140MFeb 14, 2024 to Jan 31, 2025
- Individual RAUM · $50.5M to $50.9MFeb 14, 2024 to Jan 31, 2025
- Non-discretionary RAUM · $2.7M to $2.8MFeb 14, 2024 to Jan 31, 2025
- RAUM · $164M to $201MFeb 14, 2024 to Jan 31, 2025
- Accounts · 467 to 538Mar 6, 2023 to Feb 14, 2024
- Advisory employees · 2 to 3Mar 6, 2023 to Feb 14, 2024
- HNW clients · 32 to 40Mar 6, 2023 to Feb 14, 2024
- Individual clients · 155 to 179Mar 6, 2023 to Feb 14, 2024
- Financial planning clients · unset to 0Mar 6, 2023 to Feb 14, 2024
- State-registered IARs · 2 to 3Mar 6, 2023 to Feb 14, 2024
- Discretionary RAUM · $126M to $161MMar 6, 2023 to Feb 14, 2024
- HNW RAUM · $78.3M to $105MMar 6, 2023 to Feb 14, 2024
- Individual RAUM · $43.6M to $50.5MMar 6, 2023 to Feb 14, 2024
- Non-discretionary RAUM · $2.4M to $2.7MMar 6, 2023 to Feb 14, 2024
- RAUM · $129M to $164MMar 6, 2023 to Feb 14, 2024
- Accounts · 414 to 467Mar 16, 2022 to Mar 6, 2023
- HNW clients · 46 to 32Mar 16, 2022 to Mar 6, 2023
- Individual clients · 121 to 155Mar 16, 2022 to Mar 6, 2023
- Employees · 3 to 4Mar 16, 2022 to Mar 6, 2023
- Discretionary RAUM · $119M to $126MMar 16, 2022 to Mar 6, 2023
- HNW RAUM · $82.5M to $78.3MMar 16, 2022 to Mar 6, 2023
Signals
1 dated events
- Hbe Wealth Management, Llc filed its initial SEC registration (Form ADV)Sep 2, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 402-423-4343reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/HBECPAreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HBEWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 402-423-4343reportedpublic record, Form ADV, Feb 26, 2026
- Team page
- hbewealth.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026