Natalie Ellender Whelton
Investment adviser representative at Hb Wealth
11 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
11 years in the industry.
- Hb WealthJan 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- Wms Partners, LLCJan 2020 to Jan 2025
- PNC Bank, NAOct 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7282881
- Firm CRD
- 316731