Diego Rivadeneira
Investment adviser representative at Hb Wealth
12 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
12 years in the industry.
- Hb WealthJun 2026 to now
- Kestra Investment Services, LLCAug 2025 to now
- Element Wealth AdvisorsSep 2024 to Aug 2025
- American Savings BankJan 2023 to May 2023
- Atlanta TreescapesAug 2022 to Sep 2024
- The University of GeorgiaAug 2018 to Aug 2022
- South Forsyth HighschoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7285807
- Firm CRD
- 316731