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| HB Wealth Management LLC
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| CRD # | 316731 |
| SEC # | 801-122595 |
| CIK # | 0001911253 |
| AUM | 30.16 B (2026-05-08) |
| Employees | 325 (47% Investors, 0% Brokers) |
| Phone | 404-264-1400 |
| Address | 3550 Lenox Rd Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Home Depot Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Price T Rowe Group Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | HB Wealth Real Estate Fund LP | [2026-04-24] | ||
| PE | Peachtree Acorn Fund LP | [2025-04-29] | 24.6 M | |
| Offered $100,000,000 · Filed 2025-03-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining $100,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peachtree Opportunity Fund VII LP | [2025-04-29] | 28.9 M | |
| Offered $250,000,000 · Filed 2025-03-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WMS Private Equity Fund I LLC | [2025-04-29] | 28.5 M | |
| Offered $250,000,000 · Filed 2023-06-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WMS Private Income Fund III LLC | [2025-04-29] | 31.1 M | 26.5 M |
| Offered $100,000,000 · Filed 2022-08-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $68,865,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WMS Private Income Fund II LLC | [2025-04-29] | 1.1 M | 26.8 M |
| Offered $100,000,000 · Filed 2019-01-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $98,900,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WMS Private Income Fund I LLC | [2025-04-29] | 15.1 M | |
| Offered $100,000,000 · Filed 2016-11-02 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $100,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peachtree Credit Opportunities Fund III LP | [2024-09-12] | 33.2 M | 59.8 M |
| Offered $50,000,000 · Filed 2024-09-10 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining $16,800,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peachtree Opportunity Fund VI LP | [2024-03-18] | 12.2 M | 69.6 M |
| Filed 2023-02-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peachtree Credit Opportunities Fund II LP | [2023-03-27] | 10.6 M | 93.8 M |
| Filed 2019-01-09 (D) · Exemption 506(b) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,639 | 1.4 |
| (b) Individuals (high net worth individuals) | 3,169 | 21.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 0.9 |
| (g) Pension and profit sharing plans | 42 | 0.1 |
| (h) Charitable organizations | 227 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 358 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 26,148 | 30.2 |
| By Discretionary | ||
| Discretionary | 25,260 | 26.9 |
| Non-Discretionary | 888 | 3.2 |
| Total | 26,148 | 30.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.2 | |
| Total | 26,148 | 30.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Timothy Chase | Director | 11 | 3 | |
| Martin Eby | Director | 11 | 3 | |
| Wms Partners LLC | Director | 6 | 3 | |
| John Engel | Executive Officer | 3 | 3 | |
| Homrich Berg Partners LLC | Executive Officer | 15 | 2 | |
| Andrew Berg | Director, Executive Officer | 11 | 2 | |
| Adam Fuller | Director, Executive Officer | 7 | 2 | |
| HB Wealth Management LLC | Executive Officer | 5 | 2 | |
| Jeffrey Hill | Director | 5 | 2 | |
| Bryan Lopez | Executive Officer | 3 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911253] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $10.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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