Owen Murphy
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 WealthMar 2026 to now
- Hb Wealth Management, LLCDec 2025 to now
- Grant ThorntonJan 2022 to Dec 2025
- UnemployedJul 2021 to Dec 2021
- Cal Poly San Luis ObispoSep 2017 to Jun 2021
- UnemployedJul 2017 to Aug 2017
- Ponderosa High SchoolJan 2014 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
- 8199427
- Firm CRD
- 316731