HB Wealth

RIASEC Registered

Total AUM

$30.2B

Discretionary

$26.9B

89% of AUM

Avg account

$1.2M

Accounts

26,148

Employees

325

Advisory reps

178

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, SEC-registered investment adviser (registered in 2021) that serves high-net-worth individuals, families, and institutional clients. The firm operates as an LLC and positions itself as a capital allocator and multi-product advisory platform: its services span financial planning, discretionary and non-discretionary portfolio management for individuals, pooled vehicles and institutions, and the selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. HB Wealth does not identify as an active ESG investor and reports roles as sponsor, general partner and managing member in pooled investment vehicles. The firm has drawn third-party recognition from multiple industry outlets across recent years, including listings in Barron’s (Top 100 RIA Firms in multiple years), Forbes and other trade publications.