Key facts
- HBKS WEALTH ADVISORS is a other based in ERIE, PA.
- HBKS WEALTH ADVISORS reports $3.0M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 112139- Regulatory AUM
- $3.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 109
- Registered office
- ERIE, PA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HBK SORCE ADVISORY LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for HBKS WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HBKS WEALTH ADVISORS's AUM?
- HBKS WEALTH ADVISORS manages approximately $3.0M in assets.