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William Harold Bolen

HB WEALTH MANAGEMENT, LLC·ATLANTA, Georgia
Clean record8 years registeredHB WEALTH MANAGEMENT, LLC
3550 LENOX RD, ATLANTA, GA 30326CRD# 6293538Firm CRD# 316731

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Harold Bolen · ATLANTA, GA
Registration
CRD #6293538 · HB WEALTH MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

HB WEALTH
Nov 2021 – present
HOMRICH BERG
Jun 2018 – Nov 2021
ATLANTA, GA
02

Registrations & Exams

Registration record
First registered · June 26, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HB WEALTH MANAGEMENT, LLC
CRD 316731 · SEC 801-122595
AUM
$15.2B
Regulatory assets under management
Employees
180
17,942 client accounts
Services offered by HB WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at HB WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does William Harold Bolen offer?
William Harold Bolen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are William Harold Bolen's credentials?
William Harold Bolen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Harold Bolen located?
William Harold Bolen is based in ATLANTA, Georgia, working with HB WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does William Harold Bolen charge for services?
William Harold Bolen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HB WEALTH MANAGEMENT, LLC?
HB WEALTH MANAGEMENT, LLC has approximately 180 employees and manages $15.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HB WEALTH MANAGEMENT, LLC

Thomas Mclemore Carroll
ATLANTA, GA
CFP
James Joseph Hennessy
ATLANTA, GA
Adam Lee Fuller
ATLANTA, GA
Andrew John Berg
ATLANTA, GA
Andrew Richard Klepchick
ATLANTA, GA
Samuel Jason Grant
ATLANTA, GA

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Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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