← Directory
HB WEALTH
Legal name: HB WEALTH MANAGEMENT, LLC
CRD 316731File 801-122595
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.16B
Top 10% of cohort (national)
Discretionary AUM
$26.91B
Non-discretionary $3.25B
Clients
5,459
26,148 accounts
Employees
325
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 5, 2021
- Principal office
- 3550 LENOX RD, SUITE 2700, ATLANTA, GA, 30326
- Phone
- 404-264-1400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.16B
- Discretionary AUM
- $26.91B
- Non-discretionary AUM
- $3.25B
- Discretionary accounts
- 25,260
- Non-discretionary accounts
- 888
- Total accounts
- 26,148
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 358 | $4.49B |
| Investment companies | 1 | $260.7M |
| Charitable organizations | 227 | $1.26B |
| High net worth individuals | 3,169 | $21.78B |
| Pooled investment vehicles | 23 | $860.3M |
| Pension and profit sharing plans | 42 | $72.3M |
| State or municipal government entities | Fewer than 5 | $6.2M |
| Individuals (other than high net worth individuals) | 1,639 | $1.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.