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 synergies WMS Partners has joined HB Wealth, signaling potential cross-sell opportunities for investment management, fiduciary advisory, and family office services across HB Wealth’s established client base and national footprint.

Scale and capacity HB Wealth’s substantial AUM and growing team offer capacity to onboard additional RIA partners and clients from WMS Partners, providing a pathway for scalable service delivery and enhanced product suites.

Expanded tech stack Leverage HB Wealth’s modern tech and marketing tools (LinkedIn Ads, iCIMS, Cloudflare, Constant Contact) to engage prospects, streamline onboarding, and improve digital marketing efficiency targeting high-net-worth individuals and families.

Strategic hires Recent leadership and senior advisor hires create compelling conversations with prospective clients about enhanced market perspectives, investment capabilities, and expanded fiduciary governance.

Growth markets Office expansion, notably into Charlotte, and collaboration with growth-focused firms indicate a regional expansion thesis that can be leveraged to target high-potential markets and attract affluent families and institutions seeking integrated wealth management.

Similar companies to WMS Partners is now part of HB Wealth

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 LinkedIn Ads, iCIMS, Cloudflare, and more. Explore WMS Partners is now part of HB Wealth's tech stack below.

LinkedIn Ads
Advertising
iCIMS
Applicant Tracking Systems
Cloudflare
Content Management System
oEmbed
Dev Tools
jQuery
Javascript Libraries
Constant Contact
Marketing Automation
Microsoft Office
Office Suites
HSTS
Security

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 2 format(s):

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 July 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 NAICS code?

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

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

As of July 2026, WMS Partners is now part of HB Wealth has approximately 30 employees across 5 continents, including North AmericaAsiaSouth America. Key team members include Director: H. B.Controller: D. A.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 LinkedIn AdsiCIMSCloudflareoEmbedjQueryConstant ContactMicrosoft OfficeHSTS.

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.