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Type	Result	AUM

Nathan Allen
Firm	HB Wealth Management LLC
Address	c/o Wms Partners, LLC 1 West Pennsylvania Avenue, Suite 800 Towson, MD 21204
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
HB Wealth Management LLC
WMS Private Income Fund III LLC	021-427677	Executive Officer		31.1 M of 100.0 M	26.5 M
WMS Partners LLC
WMS Private Income Fund III LLC	021-427677	Executive Officer		31.1 M of 100.0 M	18.1 M
Andover College PREP LLC	021-182162	Executive Officer		0.7 M

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