Hbe Wealth Management, Llc
- Regulatory AUM
- $277M
- Discretionary
- $274M
- Clients
- 258
- Avg AUM / client
- $1.1M
- Accounts
- 667
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $50.6M | 18.2% |
| High net worth individuals | 73 | $218M | 78.6% |
| Charitable organizations | Fewer than 5 clients | $7.9M | 2.85% |
| Corporations and other businesses | Fewer than 5 clients | $922K | 0.33% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Allen Becker | Managing Partner | CFP | Jan 1999 (28y) | ≈ 18.75% – 50% via Hbe, Llp |
| Schulz, James, D. | Partner | Jan 2012 (15y) | ≈ 18.75% – 50% via Hbe, Llp | |
| Siebrandt, Krystal, L. | Partner | Jan 2012 (15y) | ≈ 18.75% – 50% via Hbe, Llp | |
| Christopher Michael Bedient | Chief Compliance Officer | CFP CFA | Mar 2015 (11y) | 10% – 25% |
| Allison Nicole Kreikemeier | Registered representative | CFP | Feb 2023 (3y) | |
| Sara Jane Sweeney | Registered representative | CFP | Oct 2023 (3y) | |
| Kaiden Michael Bedient | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hbe, Llp | Owner | Mar 2014 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Scott Allen Becker: 25% – 50% of Hbe, Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Schulz, James, D.: 25% – 50% of Hbe, Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Siebrandt, Krystal, L.: 25% – 50% of Hbe, Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $268M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗