Hb Wealth
Atlanta, GA·SEC-registered · CRD #316731
Hb Wealth is an SEC-registered investment advisory firm in Atlanta, GA managing $30B across 27k client accounts, with 152 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
27k
Advisory staff
152
Fee model
Fee-based
How Hb Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL HB WEALTH
See how Hb compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Hb Wealth. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Hb Wealth? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Hb Wealth
How much does Hb Wealth manage?
Per its most recent SEC Form ADV filing (05/08/2026), Hb Wealth reports $30B in regulatory assets under management across roughly 27k client accounts.
How does Hb Wealth charge?
Hb Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Hb Wealth a fiduciary?
Yes. Hb Wealth is registered with the U.S. Securities and Exchange Commission (CRD #316731), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Hb Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Hb Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Atlanta, GA
Profile compiled from Hb Wealth's public SEC Form ADV filing (CRD #316731, filed 05/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Hb Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Hb Wealth? Claim this profile.