HB Wealth
TL;DR
HB Wealth succeeded Homrich & Berg, founded in 1989, and provides wealth management and financial planning to individuals, families, foundations and private fund investors.
$30.2 billion
Regulatory AUM
As of ADV filing 2026-10-07
26,148
Accounts / Clients
4,808 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
325
Team Size
employees, 152 advisory
5 yrs
Years Registered
First registered 2021
About HB Wealth
HB Wealth succeeded Homrich & Berg, founded in 1989, and provides wealth management and financial planning to individuals, families, foundations and private fund investors.
Office: 3550 Lenox Road NE, Suite 2700, Atlanta, GA 30326.
Best for: families with substantial assets who want a fee-only CFP and CFA team with private market access
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD316731
RegistrationSEC-registered
First registration2021
Regulatory AUM$30.2 billion
ADV filing date2026-10-07
Accounts26,148
Clients4,808 individual and high-net-worth clients
Employees325
Advisory employees152
Fee modelFee-only fiduciary per its own site; ADV 2A shows asset-based fees
Minimum$12,500 minimum annual fee, negotiable (ADV 2A)
Disclosure events (Item 11)0
DesignationsMajority of advisors hold or pursue CFP and CFA, per site
Source: SEC Investment Adviser Public Disclosure, CRD 316731, as of ADV filing 2026-10-07, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 2 of 10
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