Key facts
- Status: Privately Held (no backing).
Leadership
- Ethan BerkebileDirector of Investment Research
- ·Watchlist + deal alerts for HBKS Wealth Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for HBKS Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About HBKS Wealth Advisors
Provider of insurance products, insurance services, insurance coverage, and investment advisory. The company operates within the industries of other insurance, life and health insurance, and asset management.
- Sector
- Financial Services
- HQ
- Erie, PA, United States
- Employees
- 108
- Website
- hbkswealth.com/
- Ownership
- Privately Held (no backing)
HBKS Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in HBKS Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on HBKS Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.