The HB WEALTH MANAGEMENT is a privately held investment adviser that advises $30.42Bn in regulatory assets under management held in 2 SEC fund types across 6 investment strategies. HB WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 25,832.81% over the last 5-years.
The Group has been registered with the SEC for 6.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 3550 LENOX RD SUITE 2700, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 325 employees comprised of 152 investment and 173 non-investment staff. The total number of Employees increased by 3,511.11% over the last 5-years.
Their $30.42Bn in assets advised are owned by 24 private funds, 2 public funds and BDCs and 627 other accounts. Assets of High Net Worth Individuals clients own $21.78Bn or 71.6% of Total Assets and Corporations or Other Businesses own $4.49Bn or 14.76% of Total Assets.
The Group's top investment strategies include Multi Strat, Traditional LBO and Real Estate, representing 37.6%, 23.81% and 15.8% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
HB WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.