HB WEALTH MANAGEMENT, LLC
Doing business as HB WEALTH. SEC Form ADV profile.
Total regulatory AUM
$30,158,401,942
Discretionary
$26,911,915,361
Non-discretionary
$3,246,486,581
Firm details
- CRD number
- 316731
- SEC file number
- 801-122595
- Main office
- ATLANTA, GA, United States
- Employees
- 325
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.