United States · What does HBKS Wealth Advisors invest in?
HBKS Wealth Advisors says it invests in Consulting and Wealth Management.
What they do
- Type
- Angel (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- ConsultingWealth Management
- Based in
- Erie, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration22 named
AAAugustine Anton RepettoMemberiForm ADV
BSBrian Scott SommersChief Investment Officer, MemberiForm ADV
BWBrian William MalletteMemberiForm ADV
BLBrittany Lauren TaylorMemberiForm ADV
CJChristopher James HinesMemberiForm ADV
CMChristopher Mark AllegrettiChairman, MemberiForm ADV
DEDan E BaerMemberiForm ADV
DDDavid DarwishMemberiForm ADV
GWGerald William HallMemberiForm ADV
JAJames Anthony ArcoraciMemberiForm ADV
JTJeremy T. ShelbyMemberiForm ADV
MJMatthew James CostiganMemberiForm ADV
MGMichael Gustave WassmannChief Compliance OfficeriForm ADV
QFQuinto Fabio AmbrosettiMemberiForm ADV
RDRaymond Dean PiccirilloMemberiForm ADV
RCRichard Charles MorrowMemberiForm ADV
RHRyan Henry FurtwanglerMemberiForm ADV
SAScott Allan CrossMember, Chief Operating OfficeriForm ADV
SCStephen Carl SchrammMemberiForm ADV
SMSteven Michael RinnMemberiForm ADV
TJThomas J TarantoMemberiForm ADV
WFWilliam Francis CaseyMemberiForm ADV
We also hold 34 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$7.7Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- HBK Sorce Advisory LLC
- SEC number
- CRD 112139