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Building 2HBE WEALTH MANAGEMENT, LLC

Map pinLINCOLN, NE
Phone402-423-4343
NotebookSEC #801-119569
Total AUM
$277.4M
Employees
5
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7140 STEPHANIE LANE
LINCOLN
NE 68516
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
402-423-4343
Other Offices
1

ReceiptFinancials

Total AUM
$277.4M
Accounts
667
Discretionary
$274.4M
Accounts
662
Non-Discretionary
$3M
Accounts
5

ContactClients

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Individual Clients
185
AUM
$50.6M
HNW Individual Clients
73
AUM
$218M
Charitable Organization Clients
1
AUM
$7.9M
Corporation or Business Clients
1
AUM
$922.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSNETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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