# HB WEALTH MANAGEMENT, LLC

HB WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 316731
- Type: SEC-registered investment adviser
- SEC file number: 801-122595
- Location: 3550 LENOX RD, SUITE 2700, ATLANTA, GA, 30326
- Phone: 404-264-1400
- Latest filing: 2026-05-08
- Regulatory AUM: $30.2B
- Discretionary AUM: $26.9B
- Non-discretionary AUM: $3.2B
- Clients: 325
- Accounts: 26,148

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (29)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316731/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316731/similar
- Related entities: https://search.stillhousedata.com/firm/316731/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316731

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.