Hugh William Palmer
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 WealthFeb 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- Wms Partners, LLCAug 2019 to Jan 2025
- N/aMay 2019 to Aug 2019
- University of PennsylvaniaAug 2018 to May 2019
- Wms Partners, LLCJun 2018 to Aug 2018
- University of PennsylvaniaJul 2017 to Jun 2018
- N/aJun 2017 to Jul 2017
- United States ArmyMar 2015 to Jun 2017
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
- 7282886
- Firm CRD
- 316731