Hb Wealth Management, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 316731
· SEC file 801-122595
· Atlanta, GA
· www.linkedin.com
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ADV data as of May 08, 2026
- Regulatory AUM
- $30.2B
- Discretionary
- $26.9B
- Clients
- 5,459
- Avg AUM / client
- $5.5M
- Accounts
- 26,148
- Employees
- 325
AUM over time
$10.5B
$30.2B
Oct 2021
May 2026
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,639 | $1.4B | 4.75% |
| High net worth individuals | 3,169 | $21.8B | 72.2% |
| Investment companies | 1 | $261M | 0.86% |
| Pooled investment vehicles (non-investment companies) | 23 | $860M | 2.85% |
| Pension and profit sharing plans | 42 | $72.3M | 0.24% |
| Charitable organizations | 227 | $1.3B | 4.16% |
| State or municipal government entities | Fewer than 5 clients | $6.2M | 0.02% |
| Corporations and other businesses | 358 | $4.5B | 14.9% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $693M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Peachtree Real Estate Fund Iii, L.P. | Real Estate Fund | Delaware | $114M | 309 |
| Peachtree Credit Opportunities Fund Ii, L.P. | Private Equity Fund | Delaware | $90.3M | 188 |
| Peachtree Opportunity Fund V, L.P. | Private Equity Fund | Delaware | $54.9M | 124 |
| Peachtree Opportunity Fund Vi, L.P. | Private Equity Fund | Delaware | $52.7M | 128 |
| 2015 Opportunity Fund, L.P. | Private Equity Fund | Delaware | $50.5M | 114 |
| 2017 Opportunity Fund, L.P. | Private Equity Fund | Delaware | $44.6M | 87 |
| Peachtree Opportunity Fund Iv, L.P. | Private Equity Fund | Delaware | $41.9M | 129 |
| Peachtree Real Estate Fund Iv A, L.P. | Real Estate Fund | Delaware | $38.9M | 4 |
| Peachtree Real Estate Fund Iv, L.P. | Real Estate Fund | Delaware | $38.9M | 6 |
| Peachtree Credit Opportunities Fund Iii, L.P. | Private Equity Fund | Delaware | $33.2M | 73 |
| Peachtree Real Estate Fund Iii A, L.P. | Real Estate Fund | Delaware | $28.6M | 108 |
| Peachtree Credit Opportunities Fund, L.P. | Private Equity Fund | Delaware | $26.3M | 97 |
| 2008 Opportunity Fund, Lp | Private Equity Fund | Delaware | $26.1M | 105 |
| Income Opportunity Fund Ii, L.P. | Private Equity Fund | Delaware | $18.2M | 105 |
| Peachtree Real Estate Fund Ii, L.P. | Real Estate Fund | Delaware | $12.6M | 101 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Wine Group Retirement & Savings Plan The Wine Group, Inc. | 2024 | |
| King & Spalding Llp Profit Sharing 401(k) Plan King & Spalding Llp | 2024 | |
| Arnall Golden Gregory Llp Self Employed Persons Retirement Plan Arnall Golden Gregory Llp | 2024 | |
| Swift, Currie, Mcghee & Hiers 401(k) Profit Sharing Plan Swift, Currie, Mcghee & Hiers | 2024 | |
| Georgia Urology, P.A. 401(k) Savings Plan Georgia Urology, P.A. | 2024 | |
| Humana Retirement Savings Plan Humana Inc. | 2024 | |
| Nelson Mullins Retirement Plan Nelson Mullins Riley & Scarborough Llp | 2024 |
People (168)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Lee Fuller | Manager | Sep 2021 (5y) | Less than 5% | |
| Andrew Richard Klepchick | Manager | CFP | Sep 2021 (5y) | Less than 5% |
| Glenn, Kyle, D | Chief Operating Officer | Sep 2021 (5y) | Less than 5% | |
| Hennessy, James, Joseph | Chief Financial Officer | Sep 2021 (5y) | Less than 5% | |
| Samuel Jason Grant | Manager | CFP | Nov 2021 (5y) | Less than 5% |
| Andrew John Berg | Chairman Of The Board | CFP | Nov 2021 (5y) | Less than 5% |
| Thomas Mclemore Carroll | Chief Executive Officer | CFP | Nov 2021 (5y) | Less than 5% |
| Bolick, Kruti | Chief Risk Officer | Dec 2021 (5y) | Less than 5% | |
| William Travis Mckinney | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Trujillo, David, Ignacio | Manager | Nov 2024 (2y) | Less than 5% | |
| Tu, Jenny | Manager | Nov 2024 (2y) | Less than 5% | |
| Christopher Rowe Kowal | Registered representative | CFP | Nov 2021 (5y) | |
| Frank Thomas Waterson | Registered representative | CFP | Nov 2021 (5y) | |
| John Daniel Bochniak | Registered representative | CFP | Nov 2021 (5y) | |
| John Hudson Taylor | Registered representative | CFP | Nov 2021 (5y) | |
| Kevin S Kraus | Registered representative | CFP | Nov 2021 (5y) | |
| Lee T Vanleuvan | Registered representative | CFP | Nov 2021 (5y) | |
| Sean Patrick Cook | Registered representative | Nov 2021 (5y) | ||
| Wayne Daniel Moss | Registered representative | CFP | Nov 2021 (5y) | |
| William Harold Bolen | Registered representative | CFP | Nov 2021 (5y) | |
| David Josef Kochamba | Registered representative | CFP | Nov 2021 (5y) | |
| Emily Cherry Bentley | Registered representative | Nov 2021 (5y) | ||
| Evan Pender Byers | Registered representative | CFP CFA | Nov 2021 (5y) | |
| Gregory Norman Herbert | Registered representative | CFP | Nov 2021 (5y) | |
| James Edward Trimble | Registered representative | CFP | Nov 2021 (5y) | |
| James Malcolm Ruff | Registered representative | CFP | Nov 2021 (5y) | |
| Jarrod M Freeman | Registered representative | CFP | Nov 2021 (5y) | |
| Jeffrey Blake Rosengarten | Registered representative | CFP | Nov 2021 (5y) | |
| Jennifer Paige Bachelor | Registered representative | CFP | Nov 2021 (5y) | |
| Julian Michael Davis | Registered representative | CFP | Nov 2021 (5y) | |
| Kathleen Mary Griffis | Registered representative | Nov 2021 (5y) | ||
| Kelsey Mc Dougall Stone | Registered representative | CFP | Nov 2021 (5y) | |
| Kossandra E Mc Duffie | Registered representative | CFP | Nov 2021 (5y) | |
| Michael Donald Landsberg | Registered representative | CFP | Nov 2021 (5y) | |
| Michael Royce Stanford | Registered representative | Nov 2021 (5y) | ||
| Michelle Marie Wolff | Registered representative | CFP | Nov 2021 (5y) | |
| Marvin Eugene Brooks | Registered representative | CFP | Nov 2021 (5y) | |
| Mary Ashley Rohde Tucker | Registered representative | CFP | Nov 2021 (5y) | |
| Patrick Joseph Mcgonigle | Registered representative | CFP | Nov 2021 (5y) | |
| Philip Harold Clinkscales | Registered representative | CFP Personal Financial Specialist CFA | Nov 2021 (5y) | |
| Robin Sanders Aiken | Registered representative | CFP | Nov 2021 (5y) | |
| Tana Ackerly Gildea | Registered representative | CFP | Nov 2021 (5y) | |
| Tricia Pisani Mulcare | Registered representative | CFP | Nov 2021 (5y) | |
| Trent Joseph Arnone | Registered representative | CFP | Nov 2021 (5y) | |
| Maurice Edwin Martin | Registered representative | CFP | Nov 2021 (5y) | |
| James Milton Pullen | Registered representative | CFP | Dec 2021 (5y) | |
| Charles Brandon Downs | Registered representative | CFP | Jun 2022 (4y) | |
| Jennifer Irene Storey | Registered representative | CFP | Jun 2022 (4y) | |
| William Joseph Cohen | Registered representative | Jun 2022 (4y) | ||
| Sean Patrick Lennox | Registered representative | CFP Chartered Financial Consultant | Jun 2022 (4y) | |
| Cynthia Rose Wilson | Registered representative | CFP | Sep 2022 (4y) | |
| Kory Patrick Gildea | Registered representative | CFP | Sep 2022 (4y) | |
| John Ford Donohue | Registered representative | CFA | Oct 2022 (4y) | |
| Kent Taylor Hammond | Registered representative | CFP | Oct 2022 (4y) | |
| Ryan Douglas Lefler | Registered representative | Oct 2022 (4y) | ||
| Ross Andrew Bramwell | Registered representative | CFA | Dec 2022 (4y) | |
| Margo Marie Bryk | Registered representative | Apr 2023 (3y) | ||
| Bryan Muguthi Kamau | Registered representative | May 2023 (3y) | ||
| Sarah Riehl Markwalter | Registered representative | CFA | Jun 2023 (3y) | |
| Broadus William Cleveland | Registered representative | CFP Personal Financial Specialist | Sep 2023 (3y) | |
| Charlotte Muller Vidal | Registered representative | CFA | Nov 2023 (3y) | |
| Alexander Harvey Arnold | Registered representative | Dec 2023 (3y) | ||
| William Lewis Levine | Registered representative | Dec 2023 (3y) | ||
| Samuel Alexander Leech | Registered representative | CFP | Dec 2023 (3y) | |
| Jonathan Leigh Farr | Registered representative | CFA | Dec 2023 (3y) | |
| Michael Abraham Woocher | Registered representative | CFP | Apr 2024 (2y) | |
| Andrew Joseph Robertson | Registered representative | CFP | May 2024 (2y) | |
| Demilade H Olatunbosun | Registered representative | CFP | Aug 2024 (2y) | |
| Mitchell Ward Phillips | Registered representative | CFP | Oct 2024 (2y) | |
| Larry Christopher Parkin | Registered representative | CFP | Oct 2024 (2y) | |
| Steven Lawrence Cass | Registered representative | CFP | Oct 2024 (2y) | |
| Timothy Ryan Best | Registered representative | CFP | Oct 2024 (2y) | |
| Connor Maurice Carlis | Registered representative | CFP | Oct 2024 (2y) | |
| Garrett Thomas Liebe | Registered representative | CFP | Nov 2024 (2y) | |
| Sarah Smith Holder | Registered representative | CFP | Nov 2024 (2y) | |
| Jonathan Graham Gerrard | Registered representative | CFP | Dec 2024 (2y) | |
| Kevin Scott Campbell | Registered representative | CFA | Jan 2025 (2y) | |
| Brian Tessier Sipple | Registered representative | CFP | Jan 2025 (2y) | |
| Sharon L Snyder | Registered representative | CFP | Jan 2025 (2y) | |
| Alexander Robert Price | Registered representative | CFP | Jan 2025 (2y) | |
| Andrew Joseph Michaels | Registered representative | Jan 2025 (2y) | ||
| Bryan Michael Lopez | Registered representative | CFA | Jan 2025 (2y) | |
| Bryan Jacob Kelly | Registered representative | Jan 2025 (2y) | ||
| Chad Joseph Norfolk | Registered representative | CFP | Jan 2025 (2y) | |
| Christopher Brian Walczak | Registered representative | CFP | Jan 2025 (2y) | |
| Daniel John Mento | Registered representative | CFA | Jan 2025 (2y) | |
| Cari Pauline Elliott | Registered representative | Jan 2025 (2y) | ||
| Eric Matthew Bland | Registered representative | CFA | Jan 2025 (2y) | |
| Eun Suk Ha | Registered representative | CFP | Jan 2025 (2y) | |
| Joshua F Rowe | Registered representative | CFA | Jan 2025 (2y) | |
| Kaitlin Carlson Zook | Registered representative | CFP | Jan 2025 (2y) | |
| Kyle Anthony Cotoia | Registered representative | Jan 2025 (2y) | ||
| Martin Joseph Eby | Registered representative | CFP | Jan 2025 (2y) | |
| Malgorzata Elashmawy | Registered representative | CFP | Jan 2025 (2y) | |
| Megan Victoria Belliveau | Registered representative | Jan 2025 (2y) | ||
| Michael Dante Mele | Registered representative | CFA | Jan 2025 (2y) | |
| Nathan Richardson Allen | Registered representative | Jan 2025 (2y) | ||
| Natalie Ellender Whelton | Registered representative | Jan 2025 (2y) | ||
| Rodney Garrett Owen | Registered representative | CFP | Jan 2025 (2y) | |
| Rebecca Jane Streamo | Registered representative | Jan 2025 (2y) | ||
| Todd Michael Wickwire | Registered representative | Jan 2025 (2y) | ||
| Timothy Robert Riley | Registered representative | Jan 2025 (2y) | ||
| Zachary M. Ruchman | Registered representative | Jan 2025 (2y) | ||
| Zakia Khan Weber | Registered representative | CFP | Jan 2025 (2y) | |
| Amelia Claire Huppert | Registered representative | Feb 2025 (1y) | ||
| Harrison D Rafiq | Registered representative | Feb 2025 (1y) | ||
| Hugh William Palmer | Registered representative | Feb 2025 (1y) | ||
| John Bernard Finigan | Registered representative | CFP | Feb 2025 (1y) | |
| Lesa Lea Crosser | Registered representative | Feb 2025 (1y) | ||
| Sean Anderson | Registered representative | Feb 2025 (1y) | ||
| Jeffrey Leigh Hill | Registered representative | Feb 2025 (1y) | ||
| Tyler Chadwick French | Registered representative | Feb 2025 (1y) | ||
| Michael Anthony King | Registered representative | CFA | Feb 2025 (1y) | |
| Anastashia Stella | Registered representative | CFP | Mar 2025 (1y) | |
| Nicholas Mc Garry Brink | Registered representative | CFP | Apr 2025 (1y) | |
| Gavron Morgan Campbell | Registered representative | CFP | Apr 2025 (1y) | |
| Margaret M Guenther | Registered representative | CFP CFA | Apr 2025 (1y) | |
| Nathan Kruzan Wilinski | Registered representative | CFP | May 2025 (1y) | |
| Onyekachi Chibuzo Okoroafor | Registered representative | Jun 2025 (1y) | ||
| Keir Jourdan Pienaar | Registered representative | Jul 2025 (1y) | ||
| Robert Pope Dibenedetto | Registered representative | Jul 2025 (1y) | ||
| Meredith Strutt Mighty | Registered representative | Jul 2025 (1y) | ||
| Rekeithen Devaughn Miller | Registered representative | CFP | Jul 2025 (1y) | |
| Andrea Kiely Smith | Registered representative | Aug 2025 (1y) | ||
| Brittan Fussell | Registered representative | CFP | Aug 2025 (1y) | |
| Michael Brandon Binnicker | Registered representative | CFP | Aug 2025 (1y) | |
| Bryan E Walls | Registered representative | Sep 2025 (1y) | ||
| Jared Everett Green | Registered representative | Sep 2025 (1y) | ||
| Rebecca Wren Warner | Registered representative | Sep 2025 (1y) | ||
| Lydia Anne Knoll | Registered representative | CFP | Sep 2025 (1y) | |
| Peter Francis Sorensen | Registered representative | Sep 2025 (1y) | ||
| Lauren Marie Baccari | Registered representative | CFP | Oct 2025 (1y) | |
| Matthew Corbett Moore | Registered representative | Oct 2025 (1y) | ||
| Amy Owen | Registered representative | CFP | Oct 2025 (1y) | |
| Ian Davis | Registered representative | Nov 2025 (1y) | ||
| Seth Patrick Rudy Higgins | Registered representative | Dec 2025 (1y) | ||
| Zachary Thomas Pearson | Registered representative | CFP | Dec 2025 (1y) | |
| Barry Bradford Glover | Registered representative | CFA | Dec 2025 (1y) | |
| John Paul Willoughby | Registered representative | CFA | Dec 2025 (1y) | |
| Keith Gary Johnson | Registered representative | Dec 2025 (1y) | ||
| Benjamin Depalmo | Registered representative | Dec 2025 (1y) | ||
| Joel Jerome Houck | Registered representative | CFP CFA | Jan 2026 (1y) | |
| Paul A Speargas | Registered representative | CFA | Jan 2026 (1y) | |
| Margaret Warthen Evans | Registered representative | CFP | Jan 2026 (1y) | |
| Thomas Trail Neubauer | Registered representative | Jan 2026 (1y) | ||
| Dalton Reid Roberts | Registered representative | Jan 2026 (1y) | ||
| Kelly Moore Nowottnick | Registered representative | Jan 2026 (1y) | ||
| Christopher Joseph Johnson | Registered representative | Jan 2026 (1y) | ||
| Gina Martin Adams | Registered representative | CFA | Jan 2026 (1y) | |
| Danielle Conti | Registered representative | CFA | Feb 2026 (0y) | |
| Kyle Owen Harris | Registered representative | CFA | Feb 2026 (0y) | |
| Samuel Porter Callard | Registered representative | Feb 2026 (0y) | ||
| Gregory Francis Belatti | Registered representative | Feb 2026 (0y) | ||
| Kai S Kressman | Registered representative | Mar 2026 (0y) | ||
| Michael Ross Lipsey | Registered representative | CFP | Mar 2026 (0y) | |
| Samuel David Wishneff | Registered representative | CFP | Mar 2026 (0y) | |
| Angus Ian Mayock | Registered representative | Mar 2026 (0y) | ||
| Owen Murphy | Registered representative | Mar 2026 (0y) | ||
| Michael Alfred Casper | Registered representative | CFA | Apr 2026 (0y) | |
| Amy Crowder Jackson | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Gabriel Lembeck | Registered representative | CFA | Apr 2026 (0y) | |
| Jonathan Christopher Bristow | Registered representative | CFA | Apr 2026 (0y) | |
| John Frank Bragg | Registered representative | CFA | Apr 2026 (0y) | |
| Nzubechukwu Anunobi | Registered representative | CFP | May 2026 (0y) | |
| Diego Rivadeneira | Registered representative | Jun 2026 (0y) | ||
| Jeremy Thomas Dunlop | Registered representative | CFP | Jun 2026 (0y) | |
| Rushil Kheraj | Registered representative | CFA | Jul 2026 (0y) | |
| Riley William Groves | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hbwm Holdings, Llc | Member | Nov 2024 | A | 75% or more |
| Hbwm Intermediate, Llc | Member | Nov 2024 | A | 75% or more |
| Hbwm Intermediate Ii, Llc | Member | Nov 2024 | A | 75% or more |
| Homrich & Berg, Inc. | Member | Sep 2021 | A | 25% – 50% |
| Mulcare, Robert W | Manager | Sep 2021 | A | Less than 5% |
| Roberts, Robert G | Manager | Sep 2021 | A | Less than 5% |
| Tpg Growth Vi De Aiv Genpar, L.P. | General Partner | Nov 2024 | B | GP / trustee / elected manager of Hbwm Holdings, Llc (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (17, $693M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Peachtree Real Estate Fund Iii, L.P. | Real Estate Fund | $114M | $200K | 309 |
| Peachtree Credit Opportunities Fund Ii, L.P. | Private Equity Fund | $90.3M | $250K | 188 |
| Peachtree Opportunity Fund V, L.P. | Private Equity Fund | $54.9M | $250K | 124 |
| Peachtree Opportunity Fund Vi, L.P. | Private Equity Fund | $52.7M | $250K | 128 |
| 2015 Opportunity Fund, L.P. | Private Equity Fund | $50.5M | $250K | 114 |
| 2017 Opportunity Fund, L.P. | Private Equity Fund | $44.6M | $250K | 87 |
| Peachtree Opportunity Fund Iv, L.P. | Private Equity Fund | $41.9M | $250K | 129 |
| Peachtree Real Estate Fund Iv A, L.P. | Real Estate Fund | $38.9M | $200K | 4 |
| Peachtree Real Estate Fund Iv, L.P. | Real Estate Fund | $38.9M | $200K | 6 |
| Peachtree Credit Opportunities Fund Iii, L.P. | Private Equity Fund | $33.2M | $250K | 73 |
| Peachtree Real Estate Fund Iii A, L.P. | Real Estate Fund | $28.6M | $200K | 108 |
| Peachtree Credit Opportunities Fund, L.P. | Private Equity Fund | $26.3M | $250K | 97 |
| 2008 Opportunity Fund, Lp | Private Equity Fund | $26.1M | $300K | 105 |
| Income Opportunity Fund Ii, L.P. | Private Equity Fund | $18.2M | $300K | 105 |
| Peachtree Real Estate Fund Ii, L.P. | Real Estate Fund | $12.6M | $200K | 101 |
| 2017 Real Estate Opportunity Fund, L.P. | Private Equity Fund | $11.7M | $250K | 98 |
| Peachtree Real Estate Fund Ii A, L.P. | Real Estate Fund | $9.7M | $200K | 68 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Wine Group Retirement & Savings Plan | The Wine Group, Inc. | 623 | $136M | 01/01/2024 |
| King & Spalding Llp Profit Sharing 401(k) Plan | King & Spalding Llp | 2,071 | $1.3B | 01/01/2024 |
| Arnall Golden Gregory Llp Self Employed Persons Retirement Plan | Arnall Golden Gregory Llp | 248 | $173M | 01/01/2024 |
| Swift, Currie, Mcghee & Hiers 401(k) Profit Sharing Plan | Swift, Currie, Mcghee & Hiers | 347 | $96.1M | 01/01/2024 |
| Georgia Urology, P.A. 401(k) Savings Plan | Georgia Urology, P.A. | 584 | $54.4M | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
| Nelson Mullins Retirement Plan | Nelson Mullins Riley & Scarborough Llp | 1,831 | $679M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 5.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $20.5B (68% of AUM) May 2026
- Fidelity Brokerage Services $2.9B (9% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗