Riley William Groves
Investment adviser representative at Hb Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm assets
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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 WealthJul 2026 to now
- Hb Wealth Management, LLCJul 2024 to now
- Global Financial Atlantic GroupJan 2023 to Jun 2024
- UnemployedJun 2022 to Dec 2022
- Boston CollegeAug 2018 to May 2022
- UnemployedMay 2018 to Jul 2018
- The Lawrenceville SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8304038
- Firm CRD
- 316731