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

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 is an independent, SEC-registered advisory firm (registered in 2021) that serves both individuals and institutions. Structured as a limited liability company with both entity and individual ownership, the firm functions as a capital allocator and provides a mix of financial planning and portfolio management services. Its advisory scope covers individual and small-business portfolios, institutional and pooled investment vehicles, and the selection of outside managers. HB Wealth also sponsors and acts as a general partner/managing member of pooled investment vehicles. Fee arrangements are a combination of AUM-based fees, hourly charges, and fixed fees. The firm has received multiple industry recognitions, including repeated appearances on Barron’s Top 100 RIA list (2021–2025), features in Forbes (2022–2024), placement in Financial Times’ Top 300 (2020), and inclusion among CNBC’s Elite Advisors in 2026.