Amelia Claire Huppert
Investment adviser representative at Hb Wealth
13 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
13 years in the industry.
- Hb WealthFeb 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- Wms Partners, LLCJul 2021 to Jan 2025
- Helion TechnologiesJan 2021 to May 2021
- AalsSep 2020 to Jun 2021
- University of Maryland Writing CenterAug 2018 to Dec 2019
- Mechanical Engineering and ConstructionJun 2018 to Aug 2019
- University of MarylandAug 2017 to May 2021
- Roland Park Country SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7607288
- Firm CRD
- 316731