HBKS Wealth Advisors is a wealth manager based in Fort Myers, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
HBK CPAs and Consultants (HBK) offers the collective intelligence of hundreds of professionals in a wide range of tax, accounting, audit, business advisory, financial planning, and other business operational and support services from offices in four states. HBK professionals deliver industry-specific expertise in manúcturing; healthcare, including long-term care; real estate and construction; automotive dealerships and not-for-profit organizations. HBK combines the technical resources and expertise of a large national accounting and professional consulting firm with the personalized attention of a local company. The firm is ranked in both Accounting Today and Inside Public Accounting magazinesÀ6 Top 100, and supports clients globally as a member of BDO USA.\ \ \
Investment types: Philanthropy, Venture Capital, Private Equity, Investment Funds
Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Charitable Investments, Equity/Mutual Funds, Investment Management, Healthcare Services, Civil Engineering, ETFs, Debt Management, Commercial Property Acquisition & Development, Automobile Dealerships, Assisted Living & Retirement Facilities Finance, Financial Services, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets), Healthcare & Life Sciences, Healthcare, Industrials & Capital Goods, Construction & Engineering, Real Estate, Real Estate Investment & Development, Automotive
Preferred geographies: United States, United Kingdom, Emerging Markets, Global, Europe, Canada, Australia/New Zealand, Asia/Pacific, Africa, Latin America
Location: 8010 Summerlin Lakes Drive, Suite 200\\nFort Myers\\nFlorida\\n33907\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.