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HB WEALTH MANAGEMENT, LLC
HB WEALTH MANAGEMENT, LLC
HOMRICH BERG
ATLANTA, Georgia
·
8 registered advisors
·
CRD# 316731
SEC# 801-122595
7
404-264-1400
01
Firm Overview
AUM
$15.2B
Regulatory assets under management
Employees
180
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at HB WEALTH MANAGEMENT, LLC
8 registered advisors
Adam Lee Fuller
ATLANTA, Georgia
CRD# 4578015
Andrew John Berg
ATLANTA, Georgia
CRD# 2641722
Andrew Richard Klepchick
ATLANTA, Georgia
CRD# 1526283
James Joseph Hennessy
ATLANTA, Georgia
CRD# 6903730
Samuel Jason Grant
ATLANTA, Georgia
CRD# 4897085
Thomas Mclemore Carroll
ATLANTA, Georgia
CFP
CRD# 4199835
William Harold Bolen
ATLANTA, Georgia
CRD# 6293538
William Travis Mckinney
ATLANTA, Georgia
CRD# 4955347
05
Office Locations
ATLANTA, Georgia
8 advisors
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Data sourced from SEC Form ADV filings. HB WEALTH MANAGEMENT, LLC (CRD# 316731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.