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| Happy Holidays!! thanks for using AUM13F!! |
| HB Wealth Management LLC
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| CRD # | 316731 |
| SEC # | 801-122595 |
| CIK # | 0001911253 |
| AUM | $25.9 B (2025-07-25) |
| Employees | 215 (44% Investors, 0% Brokers) |
| Phone | 404-264-1400 |
| Address | 3550 Lenox Rd Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Home Depot Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Price T Rowe Group Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Peachtree Acorn Fund LP | [2025-04-29] | 0.0 | 0.0 |
| PE | Peachtree Opportunity Fund VII LP | [2025-04-29] | 0.0 | 0.0 |
| PE | WMS Private Equity Fund I LLC | [2025-04-29] | 0.0 | 15.8 |
| PE | WMS Private Income Fund III LLC | [2025-04-29] | 31.1 | 22.6 |
| PE | WMS Private Income Fund II LLC | [2025-04-29] | 1.1 | 28.6 |
| PE | WMS Private Income Fund I LLC | [2025-04-29] | 0.0 | 18.2 |
| PE | Peachtree Credit Opportunities Fund III LP | [2024-09-12] | 33.2 | 45.0 |
| PE | Peachtree Opportunity Fund VI LP | [2024-03-18] | 12.2 | 53.5 |
| PE | Peachtree Credit Opportunities Fund II LP | [2023-03-27] | 10.6 | 94.2 |
| RE | Peachtree Real Estate Fund IV-A LP | [2023-03-27] | 29.4 | 39.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,560 | 1.2 |
| (b) Individuals (high net worth individuals) | 3,044 | 18.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 21 | 0.8 |
| (g) Pension and profit sharing plans | 44 | 0.1 |
| (h) Charitable organizations | 219 | 1.0 |
| (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 | 341 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 24,625 | 25.9 |
| By Discretionary | ||
| Discretionary | 23,557 | 22.0 |
| Non-Discretionary | 1,068 | 3.8 |
| Total | 24,625 | 25.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.9 | |
| Total | 24,625 | 25.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Timothy Chase | 11 | ||
| David Citron | 11 | ||
| Martin Eby | 11 | ||
| Wms Partners LLC | 6 | ||
| Homrich Berg Partners LLC | 15 | ||
| Andrew Berg | 10 | ||
| Homrich & Berg Inc | 9 | ||
| Adam Fuller | 7 | ||
| Jeffrey Hill | 5 | ||
| HB Wealth Management LLC | 5 | ||
| Ross Bramwell | 3 | ||
| John Engel | 3 | ||
| Bryan Lopez | 3 | ||
| Nathan Allen | 2 | ||
| Frank Butterfield | 7 | ||
| Anthony Guinta | 4 | ||
| Stephanie Lang | 4 | ||
| Hb Partners LLC Hb Partners LLC | 2 | ||
| Chad Norfolk | 1 | ||
| David Homrich | 1 | ||
| Andrew Klepchick | 1 | ||
| Todd Wickwire | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911253] |
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|---|---|---|
|
RREEF America LLC
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IL | 29.5 |
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Franklin Templeton Institutional LLC
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NY | 28.9 |
|
Washington Capital Management Inc
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WA | 7.1 |
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Fifth Third Wealth Advisors LLC
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OH | 6.1 |
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Becker Capital Management Inc
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OR | 5.0 |
|
Sage Financial Group Inc
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PA | 3.6 |
|
Third Lake Partners LLC
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|
FL | 3.4 |
|
Cobblestone Capital Advisors LLC
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|
NY | 2.9 |
|
1900 Wealth Management LLC
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|
TX | 2.3 |
|
Cozad Asset Management Inc
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|
IL | 2.2 |