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HB WEALTH
ATLANTA, GA
404-264-1400
SEC #801-122595Total AUM
$30.2B
Employees
325Clients
5,460Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3550 LENOX RD
SUITE 2700
ATLANTA
GA 30326
United States
SUITE 2700
ATLANTA
GA 30326
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
404-264-1400
Other Offices
11
Financials
Total AUM
$30.2B
Accounts
26,148Discretionary
$26.9B
Accounts
25,260Non-Discretionary
$3.2B
Accounts
888
Clients
Individual Clients
1,639AUM
$1.4B
HNW Individual Clients
3,169AUM
$21.8B
Investment Company Clients
1AUM
$260.7M
Pooled Vehicle Clients
23AUM
$860.3M
Pension/Profit Sharing Plan Clients
42AUM
$72.3M
Charitable Organization Clients
227AUM
$1.3B
Government Entity Clients
1AUM
$6.2M
Corporation or Business Clients
358AUM
$4.5B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BILL PAY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.