HB Wealth

RIASEC RegisteredEst. 2021

Total AUM

$30.2B

Discretionary

$26.9B

89% of AUM

Avg account

$1.2M

Accounts

26,148

Employees

325

Advisory reps

172

Firm details

Headquarters: Atlanta, Georgia
CRD number: 316731
Registered since: November 5, 2021
Website: hbwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.22%
Corporations / Businesses14.89%
Individuals4.75%
Charitable Organizations4.16%
Pooled Investment Vehicles2.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

HB Wealth operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that constructs and oversees portfolios as well as sponsors and manages pooled investment vehicles. Its advisory services include financial planning, portfolio management across individuals, businesses and pooled vehicles, and the selection of external managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. HB Wealth is not identified as an active ESG investor. The firm has earned repeated industry recognition across multiple outlets, including placements on Barron’s Top 100 RIA lists (multiple years), listings from Forbes and Financial Times, Citywire Growers acknowledgements, and a CNBC Elite Advisors mention.