Benjamin Depalmo
Investment adviser representative at Hb Wealth
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Hb WealthDec 2025 to now
- Hb Wealth Management, LLCSep 2024 to now
- UnemployedJun 2024 to Sep 2024
- Truist Advisory Services, Inc.May 2022 to Jun 2024
- LPL Financial LLCMar 2021 to May 2022
- Seacoast BankOct 2020 to May 2022
- J.P. Morgan Securities, LLC.Aug 2019 to Oct 2020
- JPMorgan Chase Bank, N.A.Aug 2019 to Oct 2020
- Seacoast BankJun 2018 to Jul 2019
- Prime Meridian BankJan 2017 to Jun 2018
- Bath & Body Works, LLCDec 2016 to Dec 2016
- TargetAug 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7168837
- Firm CRD
- 316731