WMS Partners is now part of HB Wealth logo

WMS Partners is now part of HB Wealth Employee Directory

Investment ManagementMaryland, United States11-50 Employees

WMS Partners is now part of HB Wealth has about 29 employees across 5 continents, most of them in North America. By country, the largest groups are United States Of America (91%), Brazil (3%) and South Africa (1%). Banking and Accounting make up over half of the profiles with a known department. WMS Partners is now part of HB Wealth's workforce spans 4 departments. WMS Partners is now part of HB Wealth's workforce fell 87% between July 2025 and July 2026.

Find WMS Partners is now part of HB Wealth employees' phone numbers or email addresses

WMS Partners is now part of HB Wealth Global Highlights

Location
Employees

North America
73

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  • United States Of America
    73

Asia
2

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  • India
    1
  • Kazakhstan
    1

Europe
2

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  • Iceland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

South America
2

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  • Brazil
    2

Africa
1

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  • South Africa
    1

North America accounts for 91% of WMS Partners is now part of HB Wealth's workforce, followed by Asia (3%) and Europe (3%).

WMS Partners is now part of HB Wealth's Leadership

  • Director at WMS Partners is now part of HB Wealth
    H. B.
    Director
  • Controller at WMS Partners is now part of HB Wealth
    D. A.
    Controller
  • Senior Client Service Associate at WMS Partners is now part of HB Wealth
    A. A.
    Senior Client Service Associate
  • Senior Financial Advisor at WMS Partners is now part of HB Wealth
    L. C.
    Senior Financial Advisor
  • Principal at WMS Partners is now part of HB Wealth
    M. V.
    Principal
  • Senior Client Advisor at WMS Partners is now part of HB Wealth
    N. A.
    Senior Client Advisor
  • Principal at WMS Partners is now part of HB Wealth
    T. E.
    Principal
  • Advisory Analyst at WMS Partners is now part of HB Wealth
    F. G. C.
    Advisory Analyst

WMS Partners is now part of HB Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Analytics
  • Accounting
  • Administrative
  • Other
  • Information Technology
  • Legal
  • Banking
  • Business
  • Community & Social Services

Banking is the largest department at 63% of profiles with a known department, up from 0% in July 2025, followed by Accounting (13%, up from 2%) and Community & Social Services (13%, up from 0%).

Contact profiles from WMS Partners is now part of HB Wealth

Name
Title
Contact
Location
Last Update
  • Director at WMS Partners is now part of HB Wealth
    H. B.
    Director
    United Kingdom, England
    Jul 27, 2026
  • Controller at WMS Partners is now part of HB Wealth
    D. A.
    Controller
    Mar 16, 2026
  • Senior Client Service Associate at WMS Partners is now part of HB Wealth
    A. A.
    Senior Client Service Associate
    Oct 16, 2024
  • Senior Financial Advisor at WMS Partners is now part of HB Wealth
    L. C.
    Senior Financial Advisor
    Oct 16, 2024
  • Principal at WMS Partners is now part of HB Wealth
    M. V.
    Principal
    Oct 22, 2024
  • Senior Client Advisor at WMS Partners is now part of HB Wealth
    N. A.
    Senior Client Advisor
    Oct 17, 2024
  • Principal at WMS Partners is now part of HB Wealth
    T. E.
    Principal
    Oct 22, 2024
  • Advisory Analyst at WMS Partners is now part of HB Wealth
    F. G. C.
    Advisory Analyst
    Sep 19, 2026
  • Portfolio Accountant at WMS Partners is now part of HB Wealth
    A. D.
    Portfolio Accountant
    Sep 23, 2026
  • Financial Advisor at WMS Partners is now part of HB Wealth
    A. P.
    Financial Advisor
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at WMS Partners is now part of HB Wealth?

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Banking is the largest department at 63% of profiles with a known department, up from 0% in July 2025, followed by Accounting (13%, up from 2%) and Community & Social Services (13%, up from 0%). WMS Partners is now part of HB Wealth's workforce spans 4 departments.

Where are WMS Partners is now part of HB Wealth's employees located?

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WMS Partners is now part of HB Wealth has about 29 employees across 5 continents, most of them in North America. North America accounts for 91% of WMS Partners is now part of HB Wealth's workforce, followed by Asia (3%) and Europe (3%). By country, the largest groups are United States Of America (91%), Brazil (3%) and India (1%).

How has WMS Partners is now part of HB Wealth's workforce changed over the past year?

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WMS Partners is now part of HB Wealth's workforce fell 87% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 63%.

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

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WMS Partners is now part of HB Wealth has approximately 29 employees as of October 2026. These team members are located across 5 continents, including North America, Asia and Europe.

Who are WMS Partners is now part of HB Wealth's key employees and leadership?

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As of October 2026, WMS Partners is now part of HB Wealth's key employees include:

  • Director: H. B.
  • Controller: D. A.
  • Senior Client Service Associate: A. A.
  • Senior Financial Advisor: L. C.
  • Principal: M. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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WMS Partners is now part of HB Wealth employees' email format typically follows the pattern of FLast@wms-partners.com. Trying to find reliable and up-to-date employee contact data? Find more WMS Partners is now part of HB Wealth email formats with LeadIQ.

What is WMS Partners is now part of HB Wealth known for?

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WMS Partners is now part of HB Wealth was founded in 1993 and operates in the Investment Management industry. You can contact WMS Partners is now part of HB Wealth's main corporate office by phone at . Explore WMS Partners is now part of HB Wealth's company overview page for more information.

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