Data / Investment advisers / Georgia / HB Wealth
HB Wealth, Atlanta, GA: $30.2 billion AUM, SEC registered investment adviser
HB Wealth is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $30.2 billion in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 24 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 316731
- SEC file number
- 801-122595
- SEC status
- Approved, effective November 5, 2021
- Legal name
- HB Wealth Management, LLC
- Main office
- 3550 Lenox Rd Ne Suite 2700, Atlanta, GA 30326
- Phone
- (404) 264-1400
- Regulatory AUM
- $30,158,401,942 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $26,911,915,361
- Non discretionary AUM
- $3,246,486,581
- Accounts
- 26,148
- Employees
- 325, of which 152 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 24: 17 private equity funds, 7 real estate funds
- Gross assets of private funds
- $860,285,669
- Other offices
- 13
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3,169 | $21.78 billion |
| Corporations or other businesses | 358 | $4.49 billion |
| Individuals (other than high net worth individuals) | 1,639 | $1.43 billion |
| Charitable organizations | 227 | $1.26 billion |
| Pooled investment vehicles | 23 | $860.3 million |
| Investment companies | 1 | $260.7 million |
| Pension and profit sharing plans | 42 | $72.3 million |
| State or municipal government entities | Fewer than 5 | $6.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $30.16 billion | March 25, 2026 |
| December 1, 2025 | $25.88 billion | November 20, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Invesco Advisers, Inc. | Atlanta | $749.52 billion | 30 | adviserinfo.sec.gov |
| Truist Advisory Services, Inc. | Atlanta | $77.39 billion | Not listed | adviserinfo.sec.gov |
| Earnest Partners, LLC | Atlanta | $42.61 billion | 6 | adviserinfo.sec.gov |
| Voya Investment Management LLC | Atlanta | $38.77 billion | Not listed | adviserinfo.sec.gov |
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | Not listed | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- HB Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.