← Back to searchVisit website
HB WEALTH
HB WEALTH MANAGEMENT, LLC
CRD 316731 · SEC 801-122595
3550 LENOX RD, SUITE 2700, ATLANTA, GA, 30326, United States
Phone
404-264-1400
Fax
404-237-5114
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.16B
Discretionary AUM
$26.91B
Team
325 total employees; 152 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersBILL PAY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1639 | $1.43B |
| High net worth individuals | 3169 | $21.78B |
| Investment companies | 1 | $260.7M |
| Pooled investment vehicles | 23 | $860.3M |
| Pension/profit sharing plans | 42 | $72.3M |
| Charitable organizations | 227 | $1.26B |
| Corporations/business entities | 358 | $4.49B |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD