# HB Wealth

> HB Wealth is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 316731
- Filed as: HB WEALTH
- Legal name: HB Wealth Management, LLC
- Also doing business as: HB, HB FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316731
- AdvisorCensus page: https://advisorcensus.com/firm/hb-wealth-atlanta-ga-316731

## Quick answers

**How is HB Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), HB Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is HB Wealth located?**
HB Wealth's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 11 other offices (Schedule D, Section 1.F).

**Is HB Wealth registered with the SEC or a state?**
HB Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316731.

**How much does HB Wealth manage?**
HB Wealth reports $30,158,401,942 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (89% discretionary).

**How have HB Wealth's assets and staff changed since 2022?**
In the Form ADV data for HB Wealth: Regulatory assets under management: $11,082,920,997 in the October 2022 data and $30,158,401,942 in the October 2026 data, up 172%. Total employees: 146 in October 2022 and 325 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HB Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3,169); individuals (other than high net worth individuals) (1,639); corporations or other businesses not listed above (358).

**Which custodians does HB Wealth use?**
HB Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does HB Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316731

**What changed in HB Wealth's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 95 to 152. Regulatory assets under management went from $25,880,296,192 to $30,158,401,942 (+17%). Changed its office addresses in Charlotte, NC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $30,158,401,942
- Discretionary: $26,911,915,361
- Non-discretionary: $3,246,486,581

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,639 | $1,433,484,799 |
| High net worth individuals | 3,169 | $21,778,980,748 |
| Investment companies | 1 | $260,681,849 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $860,285,672 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 42 | $72,308,397 |
| Charitable organizations | 227 | $1,255,572,842 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $6,164,413 |
| Corporations or other businesses not listed above | 358 | $4,490,923,222 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 325 total, 152 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Alpharetta, GA
- Augusta, GA
- Charlotte, NC
- Columbia, MD
- Columbia, SC
- Greenville, SC
- Nashville, TN
- Palm Beach Gardens, FL
- Sandy Springs, GA
- Tampa, FL
- Towson, MD

### Websites listed on Form ADV (Item 1.I)
- hbwealth.com
- Facebook @HBWealthRIA
- Instagram @hbwealthria
- LinkedIn @hbwealth
- LinkedIn @wms-partners
- X @HB_wealth
- YouTube @hb_wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $11,082,920,997 | 146 | September 16, 2022 |
| October 2023 | $12,528,313,663 | 171 | August 1, 2023 |
| October 2024 | $15,199,304,130 | 180 | September 16, 2024 |
| October 2025 | $25,880,296,192 | 215 | July 25, 2025 |
| October 2026 | $30,158,401,942 | 325 | September 3, 2026 |

Regulatory assets under management: $11,082,920,997 in the October 2022 data and $30,158,401,942 in the October 2026 data, up 172%.
Total employees: 146 in October 2022 and 325 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 95 to 152.
- Regulatory assets under management went from $25,880,296,192 to $30,158,401,942 (+17%).
- Changed its office addresses in Charlotte, NC.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Changed its office addresses in Tampa, FL.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its office addresses in Tampa, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HB Wealth (CRD 316731): Form ADV filing data as of October 2026.