Hb Wealth
Registered investment advisor · Atlanta, Georgia · CRD #316731
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Hb Wealth
HB Wealth is a national independent wealth management firm based in Atlanta, Georgia. Founded in 1989, it is one of the largest fee-only registered investment advisers in the U.S., managing over $25 billion in assets for more than 4,500 clients across 48 states. The firm, formerly known as Homrich Berg Wealth Management, rebranded to HB Wealth while continuing its commitment to fiduciary services that prioritize client interests. The firm offers integrated wealth advisory services, investment m
Fee Structure
Frequently Asked Questions
What is Hb Wealth's AUM?
Hb Wealth reports approximately $30.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Hb Wealth headquartered?
Hb Wealth is headquartered in Atlanta, Georgia.
What is Hb Wealth's CRD number?
Hb Wealth's CRD number is 316731. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Hb Wealth manage?
Hb Wealth manages approximately 26,148 client accounts according to its latest SEC filing.
Is Hb Wealth SEC registered?
Yes, Hb Wealth is registered with the SEC as an investment adviser with an approved registration status.
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