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

169

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 is an independent registered investment adviser structured as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Core advisory services span financial planning, discretionary portfolio management for individuals, businesses and pooled investment vehicles, and selection of third-party advisers. The firm also acts as a sponsor/GP/managing member of pooled investment vehicles. HB Wealth appears to favor a multi-product approach to client solutions, combining public funds and manager selection with in-house private fund activity. It has been recognized repeatedly in industry rankings, including multiple Barron’s Top 100 listings (2021–2025), appearances in Forbes (2022–2024), a Financial Times Top 300 mention (2020), and a CNBC Elite Advisors designation (2026).