HW
HBKS WEALTH ADVISORS
SEC RegisteredERIE, PAhttps://hbkswealth.com814-836-5776
Assets Under Management
$5B–$25B
Employees
109
Office Locations
14 offices
Total Accounts
21190
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,747 | $1.2B |
| High Net Worth Individuals | 1,597 | $5.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 161 | $0 |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
300 total clients reported on Form ADV.
Leadership
Phillip Lyle Wilson
TREASURER
Christopher Mark Allegretti
CHAIRMAN
Christopher Neal Sorce
MEMBER
Gregory Joseph Sorce
MEMBER
Raymond Dean Piccirillo
MEMBER
Richard Charles Morrow
MEMBER
Stephen Carl Schramm
MEMBER
Scott Allan Cross
MEMBER
Michael Gustave Wassmann
CHIEF COMPLIANCE OFFICER
Dan E Baer
MEMBER
Brian Scott Sommers
CHIEF INVESTMENT OFFICER, MEMBER
Gerald William Hall
MEMBER
James Anthony Arcoraci
MEMBER
Steven Michael Rinn
MEMBER
David Darwish
MEMBER
Quinto Fabio Ambrosetti
MEMBER
Matthew James Costigan
MEMBER
Ryan Henry Furtwangler
MEMBER
William Francis Casey
MEMBER
Augustine Anton Repetto
MEMBER
Brian William Mallette
MEMBER
Thomas J Taranto
MEMBER
Brittany Lauren Taylor
MEMBER
Office locations
14 offices in 5 states
PA
ERIEHQ
PA
WARRENDALE
FL
NAPLES
FL
SARASOTA
PA
CONSHOHOCKEN
PA
MEADVILLE
FL
STUART
PA
ERIE
FL
NAPLES
OH
CANFIELD
FL
FT. MYERS
PA
KING OF PRUSSIA
NJ
HOLMDEL
NY
FREDONIA
Advisors at this firm
41 advisors in the directory
Christopher Paul Allegretti
Investment Adviser Representative
Zachary M. Allegretti
Investment Adviser Representative
Jason Christopher Alward
Investment Adviser Representative
Quinto Fabio Ambrosetti
Investment Adviser Representative
James Anthony Arcoraci
Investment Adviser Representative
Kevin Daniel Astry
Investment Adviser Representative
Victoria Castoria Avila
Investment Adviser Representative
Patrick James Brown
Investment Adviser Representative
Isaiah Brownman
Investment Adviser Representative
Stephen Burleson
Investment Adviser Representative
William John Chase
Investment Adviser Representative
Scott Allan Cross
Investment Adviser Representative
David Darwish
Investment Adviser Representative
Jennifer Liy Di Lorenzo
Investment Adviser Representative
Brett Adam Dusch
Investment Adviser Representative
Lawrence Christopher Fiorella
Investment Adviser Representative
Ryan Henry Furtwangler
Investment Adviser Representative
Kerri Anne Goldsmith
Investment Adviser Representative
Gerald William Hall
Investment Adviser Representative
Ryan William Hawk
Investment Adviser Representative
Tyler James Holes
Investment Adviser Representative
Nicole Marie Jackmack
Investment Adviser Representative
Christine Ann Kujan
Investment Adviser Representative
William Michael Lofley
Investment Adviser Representative
Amanda Mahland
Investment Adviser Representative
Brian William Mallette
Investment Adviser Representative
Jason John Gilbert Nunnery
Investment Adviser Representative
Raymond Dean Piccirillo
Investment Adviser Representative
Andrew Walseth Purcell
Investment Adviser Representative
Augustine Anton Repetto
Investment Adviser Representative
Michael Edward Ringler
Investment Adviser Representative
Jason R Rundorff
Investment Adviser Representative
Stephen Carl Schramm
Investment Adviser Representative
Anthony James Scrocco
Investment Adviser Representative
Iris Jazmin Serrano
Investment Adviser Representative
O'Connor Knight Suffich
Investment Adviser Representative
Steven Theodore Swindler
Investment Adviser Representative
Shania Uhteg
Investment Adviser Representative
Michael Gustave Wassmann
Investment Adviser Representative
Anthony Brent Wauterlek
Investment Adviser Representative
Steven Alex Weryha
Investment Adviser Representative
Regulatory & compliance
CRD number
#112139
SEC Number
801-60424
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
hbkswealth.comPhone
814-836-5776Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HBKS WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.