Hbks Wealth Advisors

CRD 112139 · Erie, PA · $7.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 112139
SEC number: 801-60424
Firm type: RIA
Assets under management: $7.7B as of Feb 17, 2026
Website: www.hbkswealth.com ↗
Phone: 814-836-5776
Address: 2725 Colonial Ave, Erie, PA, 16506

Advisors at this firm

67 in our index · page 2 of 2

Steven Michael RinnCRD 4560632 · Erie, PA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Robin Lynn RobertsCRD 4630251 · Canfield, OH

IA RegisteredBroker
Jason R RundorffCRD 5276530 · Naples, FL

IA RegisteredRegistration inactive
Stephen Carl SchrammCRD 4528357 · Stuart, FL

IA RegisteredRegistration inactive
Steven Theodore SwindlerCRD 4840354 · Stuart, FL

IA RegisteredRegistration inactive
George SandersCRD 7332275 · Warrendale, PA

IA Registered
Joseph Michael SchultzCRD 2082137 · Holmdel, NJ

IA RegisteredRegistration inactive
Regan Veronica SchumacherCRD 4311737 · Conshohocken, PA

IA RegisteredRegistration inactive
Anthony James ScroccoCRD 6251321 · Canfield, OH

IA Registered
Iris Jazmin SerranoCRD 7712331 · Ft Myers, FL

IA Registered
Thomas J TarantoCRD 5471153 · Canfield, OH

IA RegisteredBroker
Brittany Lauren TaylorCRD 4599159 · Erie, PA

IA RegisteredRegistration inactive
Paul Michael TaylorCRD 4271434 · Erie, PA

IA Registered
Shania UhtegCRD 7014993 · Fredonia, NY

IA Registered
Brian Haydon WelshCRD 2090823 · Conshohocken, PA

IA Registered
Steven Alex WeryhaCRD 6173134 · Erie, PA

IA RegisteredRegistration inactive
Christopher Michael ZehnerCRD 4228224 · Erie, PA

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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