HB Wealth
Financial Services • 
Atlanta, Georgia, United States • 201-500 Employees
Company overview
| Headquarters | 3550 Lenox Rd NE, Atlanta, Georgia 30326, US |
| Phone number | +14042641400 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management, Family Office Services, Consolidated Reporting |
| Founded | 1989 |
| Employees | 201-500 |
| Socials |
Key Contact at HB Wealth
HB Wealth Email Formats
HB Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@homrichberg.com), used 88% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@homrichberg.com | 88% |
{first initial}.{last name} | j.doe@homrichberg.com | 10.9% |
About HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
HB Wealth revenue & valuation
| Annual revenue | $30,000,000 |
| Revenue per employee | $88,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $96,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
HB Wealth has 164 employees across 11 departments.
Departments
Number of employees
Funding Data
HB Wealth has never raised funding before.
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Frequently asked questions
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