Nathan Richardson Allen
Investment adviser representative at Hb Wealth
14 yearsExperience
2 statesRegistered in
$30.2BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Hb WealthJan 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- Wms Partners, LLCJun 2018 to Jan 2025
- Warisan Capital Management LLCJun 2017 to Jul 2018
- A.L. Stuart Investments, LLCAug 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2392046
- Firm CRD
- 316731