HB Wealth

Overview

HB Wealth is an SEC registered investment adviser based in Atlanta, GA, registered since 2021. It reports $30.2B in assets under management across 26,148 accounts, with 325 employees. It has 169 investment adviser representatives.

Reported AUM

$30.2B

Discretionary

89%

Accounts

26,148

Average account

$1.2M

Employees

325

Advisory reps

169

Registered since

2021

Jurisdictions

50

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 11

• Andrew John Berg Chief Executive Officer CRD 2641722
• James Joseph Hennessy Chief Financial Officer CRD 6903730
• Kyle D Glenn Chief Operating Officer CRD 7237136

8 more executive officers, with direct contact details

Advisory reps 3 of 169

• Robin Sanders Aiken Investment Adviser Rep CRD 2996864
• Nathan Richardson Allen III Investment Adviser Rep CRD 2392046
• Sean Anderson Investment Adviser Rep CRD 7324729

166 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3550 Lenox Rd NE Ste 2700
Atlanta, GA 30326

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 50 jurisdictions
• Website: hbwealth.com

Every state, with registration dates

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