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WMS Partners is now part of HB Wealth

WMS Partners is now part of HB Wealth Email Formats

Investment ManagementFlag of USTowson, Maryland, United States21-50 Employees

WMS Partners is now part of HB Wealth Email Formats

WMS Partners is now part of HB Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wms-partners.com), used 63.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@wms-partners.com
63.6%
{first name}{last name}
johndoe@wms-partners.com
27.3%
{first name}.{last name}
john.doe@wms-partners.com
9.1%

Key Contact at WMS Partners is now part of HB Wealth

Flag of US

Todd M. Wickwire

Chief Executive Officer

Company overview

Headquarters1 W Pennsylvania Ave, Suite 800, Towson, Maryland 21204, US
Phone number+14103377575
Websites
NAICS5231
Employees21-50
Socials

About WMS Partners is now part of HB Wealth

In January 2025, WMS Partners became part of 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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Partner

Employees by Department

WMS Partners is now part of HB Wealth has 15 employees across 8 departments.

Departments

Number of employees

Funding Data

WMS Partners is now part of HB Wealth has never raised funding before.

Frequently asked questions

WMS Partners is now part of HB Wealth is located in Towson, Maryland, US.
You can reach WMS Partners is now part of HB Wealth at +14103377575.
WMS Partners is now part of HB Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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