HB WEALTH MANAGEMENT, LLC

CRD

316731

SEC file #

801-122595

EIN

872119854

DBA names

Hb Wealth

Economics

AUM

$30.16B

AUM band

$1B+

AUM trajectory

'22 · $10.51B

'23 · $11.08B

'25 · $25.88B

'26 · $30.16B

'22'26

$10.51B → $30.16B▲ +187%

sec adv history

Client mix

Individuals High Net Worth	3,169
Individuals Other	1,639
Corporations	358
Charitable Organizations	227
Pension Profit Sharing Plans	42

Operations

Employees (total)

325

Advisory staff (per ADV)

152

Advisory staff (5-yr trend)

'22 · 86 advisors

'23 · 81 advisors

'25 · 95 advisors

'26 · 152 advisors

'22'26

86 advisors → 152 advisors▲ +77%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/24/2026

ADV-W filed at

—

Website

x.com/hb_wealth

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HBWM HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HBWM HOLDINGS, LLC

HBWM INTERMEDIATE II, LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:x.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

387

Form 5500 Total Compensation

131,099

Form 5500 Compensation Trajectory 3y

2025	131,099
2024	0

Form 5500 Plan Count Trajectory 3y

2025	7
2024	2

Schedule C Total Compensation

131,099

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001911253

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-15

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001172661-26-001543

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	132
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

3550 LENOX RD.SUITE 2700ATLANTA, GA 30026

Business

3550 LENOX RD.SUITE 2700ATLANTA, GA 30026

Edgar EIN

872119854

Edgar Recent Filings

13F-HR2026-04-27 · 0001172661-26-001543

13F-HR2026-01-28 · 0001172661-26-000353

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (57)

BERG, ANDREW, JOHN

2641722

KLEPCHICK, ANDREW, RICHARD

IAR · Executive Officer · 2.5%

1526283

CARROLL, THOMAS, MCLEMORE

4199835

Glenn, Kyle, D

7237136

GRANT, SAMUEL, JASON

4897085

HENNESSY, JAMES, JOSEPH

MCKINNEY, WILLIAM, TRAVIS

6903730

4955347

TRUJILLO, DAVID, IGNACIO

2912721

TU, JENNY

Peter Francis Sorensen

CHRISTOPHER ROWE KOWAL

Jonathan Graham Gerrard

7378904

Andrew Joseph Robertson

Mary Ashley Rohde Tucker

FRANK THOMAS WATERSON

PHILIP HAROLD CLINKSCALES

3094124

MICHAEL DONALD LANDSBERG

4552373

Nicholas McGarry Brink

Mitchell Ward Phillips

JENNIFER PAIGE BACHELOR

Amelia Claire Huppert

Kelsey McDougall Stone

7028627

Tyler Chadwick French