HBKS Wealth Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Views: 93 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

HBKS Wealth Advisors, registered in 2001, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 65 advisors. HBKS Wealth Advisors manages $4.0 billion and provides investment advisory services for 4,189 clients (1:65 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 14
Minimum Investment No data
Average Client Balance $948,533
Total AUM $4.0 billion
Advisor / Client Ratio 1:65
Headquarters Erie, PA
SEC Filings View SEC IAPD CRD #112139
State(s) Registered AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, ME, MD, MA, MI, NE, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VT, VA, WA, WY

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.