HBKS Wealth

HBKS WEALTH ADVISORS Finance iPhoneiPadiPod touch

HBKS Wealth is a free Finance app for iPhone and iPad by HBKS WEALTH ADVISORS. Rated 3.7/5 from 3 ratings. Requires iOS 15.6. Updated July 19, 2026.

Rating: 3.7; 3 ratings
Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 19; 2026 · v5.23.0

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About HBKS Wealth

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your wealth advisor. • And more!

What’s new

Version 5.23.0 · Updated July 19, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, HBKS WEALTH ADVISORS, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction
Financial Info: Other Financial Info
Contact Info: Email Address
Identifiers: User ID, Device ID
Diagnostics: Crash Data, Performance Data

Used for: Product Personalization, App Functionality, Other Purposes

App details

HBKS Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by HBKS WEALTH ADVISORS. It is rated 3.7 out of 5 from 3 ratings on the App Store, requires iOS 15.6 or later and is 62 MB to download. It was first released on November 26, 2024 and last updated on July 19, 2026.

Category: Finance
Rating: 3.7 / 5 (3 ratings)
Price: Free
Version: 5.23.0
Size: 62 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: November 26, 2024
Last updated: July 19, 2026
Developer: HBKS WEALTH ADVISORS

View on the App Store

Listing score

Our ASO checklist, run on this App Store listing.

Grade D

Average rating (3.7): Low. Many people skip apps under 4 stars.
Number of ratings (3): More ratings make the average more convincing.
App name length (11 / 30): There’s room for a keyword after your brand, e.g. “Brand: What it does”.

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Alternatives to HBKS Wealth

Looking for apps like HBKS Wealth? Here are 6 similar apps on the App Store. The highest rated is Luci - Soon Science Inc (5.0/5), and all 6 are free to download.

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