SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
HB Wealth
Atlanta, GA
HB Wealth Management, LLC, CRD 316731
Firm filing updated September 3, 2026 ·
- $30.2BAssets
- 152Advisory staff
- 26,148Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals3,169
- Individuals1,639
- Corporations or other businesses358
- Charities227
- Pension and profit sharing plans42
- and 2 more24
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,639 | $1.4 billion |
| High net worth individuals | 3,169 | $21.8 billion |
| Investment companies | 1 | $260.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $860.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 42 | $72.3 million |
| Charitable organizations | 227 | $1.3 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $6.2 million |
| Corporations or other businesses not listed above | 358 | $4.5 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "BILL PAY SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "BILL PAY SERVICES"
Assets and accounts
- Regulatory assets$30.2 billion
- Accounts26,148
- Discretionary$26.9 billion · 25,260 accounts
- Non-discretionary$3.2 billion · 888 accounts
People
- Employees325
- Advisory staff152
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients5,000
Advisors
95 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: HB Wealth Management, LLC SEC-registered investment advisor. CRD 316731, SEC file 801-122595.
- Registered with the SEC as an investment advisor (status date on record: November 5, 2021).
Is HB Wealth a fiduciary?
Short answer: HB Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.