What is WMS Partners is now part of HB Wealth's NAICS code?

WMS Partners is now part of HB Wealth's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Acquisition Opportunity WMS Partners has joined HB Wealth as of January 2025, signaling potential cross-sell opportunities for HB Wealth to expand its client base with WMS Partners' existing relationships and advisory capabilities.

Scale and Resources HB Wealth is a large national fee-only RIA with over 25 billion AUM and 300+ employees; this scale suggests opportunities to pair WMS Partners’ clients with broader investment management, family office services, and fiduciary planning offerings.

Expansion Footprint HB Wealth’s recent growth moves, including office expansions and strategic hires, indicate an active push to broaden regional coverage which could benefit sales outreach to institutional and high-net-worth prospects in new markets.

Strategic Hiring New leadership appointments in market strategy, CIO, and senior wealth advisors create openings for targeted outreach to families and institutions seeking enhanced investment leadership and governance.

Digital and Brand Leverage HB Wealth’s recognition on CNBC Elite Advisors and their active use of digital marketing tools (Google/LinkedIn Ads) present co-branding and joint marketing opportunities to attract affluent clients and generate qualified leads.

WMS Partners is now part of HB Wealth Tech Stack

WMS Partners is now part of HB Wealth uses 8 technology products and services including Google Ads, LinkedIn Ads, iCIMS, and more. Explore WMS Partners is now part of HB Wealth's tech stack below.

Google Ads
Advertising
LinkedIn Ads
Advertising
iCIMS
Applicant Tracking Systems
CookieYes
Cookie Compliance
Microsoft Intune
Enterprise Mobility Management
Microsoft Active Directory
Identity And Access Management
Office 365
Office Suites
Adobe Creative Suite
Visualisation Software

Media & News

WMS Partners is now part of HB Wealth's Email Address Formats

WMS Partners is now part of HB Wealth uses at least 4 email formats:

WMS Partners is now part of HB Wealth Email Formats	Example	Percentage
FLast@wms-partners.com	JDoe@wms-partners.com	96%
FirstLast@wms-partners.com	JohnDoe@wms-partners.com	1%
First.Last@wms-partners.com	John.Doe@wms-partners.com	2%
Last@wms-partners.com	Doe@wms-partners.com	1%

Frequently Asked Questions

What is WMS Partners is now part of HB Wealth's phone number?

You can contact WMS Partners is now part of HB Wealth's main corporate office by phone at

+1-410-337-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WMS Partners is now part of HB Wealth's official website and social media links?

WMS Partners is now part of HB Wealth's official website is hbwealth.com and has social profiles on LinkedIn.

How much revenue does WMS Partners is now part of HB Wealth generate?

As of August 2026, WMS Partners is now part of HB Wealth's annual revenue is estimated to be $25M - $50M.

What is WMS Partners is now part of HB Wealth's SIC code and NAICS code?

WMS Partners is now part of HB Wealth's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does WMS Partners is now part of HB Wealth have currently?

As of August 2026, WMS Partners is now part of HB Wealth has approximately 30 employees across 5 continents, including North America, Asia and South America. Key team members include Director: H. B., Controller: D. A. and Senior Client Service Associate: A. A. Explore WMS Partners is now part of HB Wealth's employee directory with LeadIQ.

What industry does WMS Partners is now part of HB Wealth belong to?

WMS Partners is now part of HB Wealth operates in the Investment Management industry.

What technology does WMS Partners is now part of HB Wealth use?

WMS Partners is now part of HB Wealth's tech stack includes Google Ads, LinkedIn Ads, iCIMS, CookieYes, Microsoft Intune, Microsoft Active Directory, Office 365 and Adobe Creative Suite.

What is WMS Partners is now part of HB Wealth's email format?

WMS Partners is now part of HB Wealth's email format typically follows the pattern of FLast@wms-partners.com. Find more WMS Partners is now part of HB Wealth email formats with LeadIQ.

When was WMS Partners is now part of HB Wealth founded?

WMS Partners is now part of HB Wealth was founded in 1993.

WMS Partners is now part of HB Wealth

Investment ManagementMaryland, United States11-50 Employees

WMS Partners, located in Towson, Maryland, became part of HB Wealth in January 2025. HB Wealth is a national independent wealth management firm offering fiduciary, fee-only wealth advisory services, investment management, and family office services. HB Wealth is headquartered in Atlanta and operates more than 300 employees across 11 offices in five states, managing over $25 billion for individuals, families, and institutions.

HB Wealth is described as one of the country’s largest fee-only registered investment advisers, operating within a fiduciary, fee-only model. The integration of WMS Partners expands HB Wealth’s national investment-management capabilities.