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Type	Result	AUM

Wms Partners LLC
Firm	HB Wealth Management LLC
Address	1 W Pennsylvania Avenue Suite 800 Towson, MD 21204
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
HB Wealth Management LLC
WMS Private Equity Fund I LLC	021-483092	Director		of 250.0 M	28.5 M
WMS Private Income Fund III LLC	021-427677	Director		31.1 M of 100.0 M	26.5 M
WMS Private Income Fund II LLC	021-330961	Director		1.1 M of 100.0 M	26.8 M
WMS Private Income Fund I LLC	021-273643	Director		of 100.0 M	15.1 M
WMS Partners LLC
WMS Private Equity Fund I LLC	021-483092	Director		of 250.0 M	11.1 M
WMS Private Income Fund III LLC	021-427677	Director		31.1 M of 100.0 M	18.1 M
WMS Private Income Fund II LLC	021-330961	Director		1.1 M of 100.0 M	28.4 M
WMS Private Income Fund I LLC	021-273643	Director		of 100.0 M	19.0 M
WMS Allegheny Fund LLC Tranche 2	021-203627	Promoter		30.4 M of 100.0 M	0.1 M
WMS Allegheny Fund LLC Tranche 1	021-203627	Promoter		30.4 M of 100.0 M	2.9 M
WMS Private Income Fund I-QP LLC	021-273644	Director		of 50.0 M

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