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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, 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.

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
74

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  • United States Of America
    74

Asia
3

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  • Japan
    1
  • Kazakhstan
    1
  • India
    1

South America
2

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  • Brazil
    2

Africa
1

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  • South Africa
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

WMS Partners is now part of HB Wealth's Leadership

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

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

Contact profiles from WMS Partners is now part of HB Wealth

Name
Title
Contact
Location
Last Update
  • Financial Advisor at WMS Partners is now part of HB Wealth
    A. M.
    Financial Advisor
    Mobile Phone
    Sep 08, 2025
  • Administrative Assistant at WMS Partners is now part of HB Wealth
    B. T.
    Administrative Assistant
    Mobile Phone
    Oct 16, 2024
  • Employee at WMS Partners is now part of HB Wealth
    C. B.
    Employee
    Mobile Phone
    Oct 17, 2024
  • Jornalista E Atriz at WMS Partners is now part of HB Wealth
    D. A.
    Jornalista E Atriz
    Mobile Phone
    Brazil, Sao Paulo
    Feb 24, 2024
  • Service Associate at WMS Partners is now part of HB Wealth
    J. R.
    Service Associate
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor And Planner at WMS Partners is now part of HB Wealth
    R. E.
    Financial Advisor And Planner
    Mobile Phone
    Oct 16, 2024
  • Service Associate at WMS Partners is now part of HB Wealth
    T. S.
    Service Associate
    Mobile Phone
    Oct 17, 2024
  • Business Analyst at WMS Partners is now part of HB Wealth
    W. B.
    Business Analyst
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

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

Minus sign iconPlus sign iconWMS 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
+1-410-337-****
. Explore WMS Partners is now part of HB Wealth's company overview page for more information.

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

Minus sign iconPlus sign iconWMS 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.

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

Minus sign iconPlus sign iconWMS Partners is now part of HB Wealth has approximately 30 employees as of August 2026. These team members are located across 5 continents, including North America, Asia and South America.

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

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As of August 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.

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