Hb Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 24, 2026, reports $30.2B in regulatory assets under management, 325 employees, 11 offices, and 26,148 accounts.
Assets Under Management
$30.2B
Employees
325
Offices
11 offices
Total Clients
5,460
Primary office
ATLANTA, GA
3550 LENOX RD, SUITE 2700, ATLANTA, GA, United States
Top client segmentHNWI represent 58.0% of total clients.
Top client categories% of clientsClients
1
HNWI
58.0%
3,169
2
Individuals
30.0%
1,639
3
Corporations
6.6%
358
4
Charitable
4.2%
227
5
Pension Plans
0.8%
42
Additional categories (<0.1%)
Investment Cos.<5 clients
Government<5 clients
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30.2Bas of April 24, 2026
Discretionary89.2%
$26.9B
89% of total RAUM89.2%
Non-discretionary10.8%
$3.2B
11% of total RAUM10.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$30.2B
Total Accounts26,148
10Y AUM Change+$19.6B (+186.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees325
Clients per Employee17:1
10Y Employee Change+190 (+140.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.