What departments does HB Wealth have?

HB Wealth has employees across 10 departments including Finance, Engineering, Operations, Information Technology, Media & Communications.

What is the largest department at HB Wealth?

The largest department at HB Wealth is Finance with 4 employees.

Where are HB Wealth employees located globally?

HB Wealth has employees across 1 continents and 1 countries including United States Of America.

How has HB Wealth's team size changed over time?

HB Wealth's team has decreased from approximately 254 to 251 employees based on available data.

HB Wealth Employee Directory

Financial ServicesGeorgia, United States201-500 Employees

HB Wealth is a national independent wealth management firm that provides fiduciary, fee-only wealth advisory services, investment management, and family office offerings. Headquartered in Atlanta, Georgia, it operates with a sizable workforce across 12 offices in six states, serving individuals, families, and institutions. The firm conducts its work under a fiduciary standard and delivers comprehensive guidance through a fee-only model. Founded in 1989, HB Wealth is positioned as one of the country’s largest fee-only registered investment advisers, reflecting its broad footprint and client focus.

In the financial services landscape, HB Wealth positions itself as a large fee-only RIA serving individuals, families, and institutions. In late 2025 it expanded its footprint with a Charlotte, North Carolina office, aligning with a JPMorgan Private Bank team.

HB Wealth Global Highlights

North America
364

United States Of America
364

HB Wealth's Leadership

T. C.
Chief Executive Officer, Founder, President
Mobile Phone
Email
J. H.
Chief Investment Officer
Mobile Phone
Email
A. H.
Chief Technology Officer
Mobile Phone
Email
E. S.
Vice President Operations
Mobile Phone
Email
L. L.
Vice President Of Advancement
Mobile Phone
Email
A. S.
Director
Mobile Phone
Email
C. W.
Director
Mobile Phone
Email
G. E. M.
Director Of It
Mobile Phone
Email

HB Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Entrepreneurship
Human Resources
Community & Social Services
Other
Recruiting

Contact profiles from HB Wealth

Name

Title

Contact Info

Location

Last Update

W. R.
Wealth Advisor
Mobile Phone
Email
Nov 14, 2025
V. R.
Client Service Associate
Mobile Phone
Email
Jul 07, 2026
B. B.
Associate Financial Advisor
Mobile Phone
Email
Oct 17, 2024
G. A.
Quality Assurance Specialist
Mobile Phone
Email
Oct 23, 2024
K. C.
Investment Specialist
Mobile Phone
Email
Oct 18, 2024
M. S.
Human Resources Specialist
Mobile Phone
Email
Apr 10, 2026
S. L.
Associate
Mobile Phone
Email
Oct 22, 2024
S. S.
Associate
Mobile Phone
Email
Jun 01, 2026
R. S.
Administrative Associate, Front Desk
Mobile Phone
Email
Jun 24, 2026
S. A.
Senior Trader & Associate Portfolio Manager
Mobile Phone
Email
Apr 14, 2026

Frequently Asked Questions

What is HB Wealth known for?

HB Wealth was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-404-264-****

. Explore HB Wealth's company overview page for more information.

What is HB Wealth's most common email format?

HB Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HB Wealth email formats with LeadIQ.

How many employees does HB Wealth have currently?

HB Wealth has approximately 374 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are HB Wealth's key employees and leadership?

As of July 2026, HB Wealth's key employees include:

Chief Executive Officer, Founder, President: T. C.
Chief Investment Officer: J. H.
Chief Technology Officer: A. H.
Vice President Operations: E. S.
Vice President Of Advancement: L. L.

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HB Wealth Employee Directory

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