Angus Ian Mayock
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 WealthMar 2026 to now
- Hb Wealth Management, LLCOct 2025 to now
- UnemployedAug 2025 to Sep 2025
- Sei InvesetmentsSep 2022 to Jul 2025
- Southern New Hampshire UniversityAug 2021 to Aug 2022
- University of ConnecticutAug 2017 to Aug 2021
- UnemployedJun 2017 to Aug 2017
- Conestoga High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8187645
- Firm CRD
- 316731