Megan Victoria Belliveau
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, LLCMay 2024 to now
- Maryland Board of Football OfficialsAug 2023 to now
- University of Maryland, College ParkAug 2019 to May 2023
- The Three Sisters/lucky KnotJun 2019 to Aug 2019
- Archbishop Spalding High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7971025
- Firm CRD
- 316731