William Joseph Cohen
Investment adviser representative at Hb Wealth
17 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
17 years in the industry.
- Hb WealthJun 2022 to now
- Homrich BergJun 2022 to now
- Antares Wealth Management, LLCAug 2019 to now
- Lesesne Capital Management, Inc., dba Oakbridge Partners, Ltd.Jun 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4740829
- Firm CRD
- 316731