HB WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 316731). Regulatory assets under management: $30.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
Showing 25 of 29 people.
| Name | Role | Location |
|---|---|---|
| Andrew John Berg | CHAIRMAN OF THE BOARD | — |
| Andrew Richard Klepchick | MANAGER | — |
| Thomas Mclemore Carroll | CHIEF EXECUTIVE OFFICER | — |
| James Joseph Hennessy | CHIEF FINANCIAL OFFICER | — |
| Kyle D Glenn | CHIEF OPERATING OFFICER | — |
| Robert W Mulcare | MANAGER | — |
| Robert G Roberts | MANAGER | — |
| Kruti Bolick | CHIEF RISK OFFICER | — |
| William Travis Mckinney | CHIEF COMPLIANCE OFFICER | — |
| Samuel Jason Grant | MANAGER | — |
| David Ignacio Trujillo | MANAGER | — |
| Jenny Tu | MANAGER | — |
| Adam Lee Fuller | MANAGER | — |
| KLEPCHICK ANDREW RICHARD | MANAGER | — |
| GRANT SAMUEL JASON | MANAGER | — |
| BERG ANDREW JOHN | CHAIRMAN OF THE BOARD; CHIEF EXECUTIVE OFFICER | — |
| FULLER ADAM LEE | MANAGER | — |
| CASDIA CHRISTOPHER VINCENT | CHIEF COMPLIANCE OFFICER | — |
| HENNESSY NEIL JOSEPH | CHIEF FINANCIAL OFFICER | — |
| CARROLL THOMAS MCLEMORE | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| BOLEN WILLIAM HAROLD | MANAGER | — |
| ROBERTS DANIEL G | MANAGER | — |
| MCKINNEY WILLIAM TRAVIS | CHIEF COMPLIANCE OFFICER | — |
| Glenn Kyle D | CHIEF OPERATING OFFICER | — |
| MASUCCI PETER NICHOLAS | MANAGER | — |