Hb Wealth

Registered investment adviser · Atlanta, GA · CRD #316731

Form ADV data as of 2026-09-01

Regulatory assets

$30.16 billion

Total accounts

26,148

Employees

325

Disclosure events

Firm details

Website: https://www.linkedin.com/company/hbwealth/
Telephone: 404-264-1400
SEC file number: 801-122595
Most recent Form ADV filing: 2026-05-08
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$26.91 billion
Non-discretionary regulatory assets under management	$3.25 billion
Total regulatory assets under management	$30.16 billion
Discretionary accounts	25,260
Non-discretionary accounts	888
Total accounts	26,148
Regulatory assets under management attributable to non-U.S. persons	$1.8 million

People

Total employees (excluding clerical)	325
Employees performing investment advisory functions (including research)	152
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	139
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	12

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$8.87 billion
Clients for whom the firm has custody	4,173
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$421.7 million
Clients for whom a related person has custody	19
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	59

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Other

Affiliated related persons

Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,639	$1.43 billion
High net worth individuals	3,169	$21.78 billion
Investment companies	1	$260.7 million
Pooled investment vehicles (other than investment companies and BDCs)	23	$860.3 million
Pension and profit sharing plans (not the participants or government plans)	42	$72.3 million
Charitable organizations	227	$1.26 billion
State or municipal government entities (including government pension plans)	Not reported	$6.2 million
Corporations or other businesses not listed above	358	$4.49 billion