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HB WEALTH

ATLANTA, GA · CRD 316731 · IAPD ↗ · 404-264-1400

$30.16BRegulatory AUM
152Advisory reps
325Employees
0Clients
More than 500Planning clients
24Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — HB WEALTH grew from 95 to 152 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — HB WEALTH added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
December 2025 — HOMRICH BERG is now doing business as HB WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
August 2025 — HOMRICH BERG added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
July 2025 — HOMRICH BERG reported RAUM up 39% ($18.59B -> $25.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2025 — HOMRICH BERG grew from 80 to 95 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — HOMRICH BERG added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2025 — HOMRICH BERG notice-filed in DE, HI, IA, ME, ND, OK, PR, VT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — HOMRICH BERG added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — HOMRICH BERG notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.