RIA Intel›Advisers›Georgia›HB WEALTH MANAGEMENT, LLC

HB WEALTH MANAGEMENT, LLC

Advisory

N·ATLANTA, GA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$30.2B

1-Year AUM Growth

0.0%

3-Year CAGR

+13.4%

Employees

152

Assets Under Management

Total AUM$30.2B

Discretionary AUM$26.9B

Non-Discretionary AUM$3.2B

Discretionary %89.2%

Total Clients5,231

Team

Total Employees152

Investment Advisers325

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds23

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record17

First FilingOct 1, 2021

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HB WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.