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

165

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 organized as an LLC and SEC-registered since 2021. The firm serves both individual and institutional clients and positions itself as a capital allocator and adviser to pooled investment vehicles. Its advisory services cover financial planning and portfolio management for individuals, small businesses, investment companies, pooled vehicles, and other institutions, and the firm also performs manager selection for outside advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. HB Wealth is not an active ESG investor according to the data provided. The firm has been recognized repeatedly in industry rankings, including placements in Barron’s Top 100 RIA lists (multiple years), Forbes’ Top RIA lists, Financial Times and FA Magazine features, and a Citywire growth list appearance in 2025.