WMS Partners is now part of HB Wealth Employee Directory

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

WMS Partners is now part of HB Wealth was founded in 1993. WMS Partners is now part of HB Wealth operates in the Investment Management industry.

Investment ManagementMaryland, United States11-50 Employees

In January 2025, WMS Partners became part of HB Wealth. 

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. 

With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.

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

North America
75

United States Of America
75

Asia
3

Kazakhstan
1
India
1
Japan
1

South America
2

Brazil
2

Africa
1

South Africa
1

Europe
1

Cyprus
1

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 Info

Location

Last Update

P. S.
Principal And Shareholder
Mobile Phone
Email
United StatesMaryland
Feb 03, 2026
H. P.
Senior Wealth Advisor, Shareholder
Mobile Phone
Email
United StatesMaryland
Oct 19, 2025
K. N.
Senior Financial Advisor
Mobile Phone
Email
United StatesMaryland
Nov 15, 2025
S. C.
Shareholder And Senior Advisor
Mobile Phone
Email
United StatesMaryland
Oct 21, 2025
H. A.
Senior Csa
Mobile Phone
Email
United StatesMaryland
Oct 26, 2025
A. A.
Senior Client Service Associate
Mobile Phone
Email
Oct 16, 2024
K. C.
Senior Registered Client Associate
Mobile Phone
Email
United StatesMaryland
Apr 25, 2025
L. C.
Senior Financial Advisor
Mobile Phone
Email
Oct 16, 2024
M. G.
Senior Fund Accountant
Mobile Phone
Email
United StatesMaryland
Oct 21, 2024
M. V.
Principal
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

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

WMS Partners is now part of HB Wealth was founded in 1993 operates in the Investment Management industry. The company's main headquarters is located in 1 West Pennsylvania Avenue Suite 800 Towson, Maryland 21204 United States; you can contact the 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?

WMS Partners is now part of HB Wealth employees' email format typically follows the pattern of . 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?

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

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

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

Chief Executive Officer: T. M. W.
President: D. T.
Partner: B. K.
Partner And Senior Consultant: L. U.
Partner: J. H.

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WMS Partners is now part of HB Wealth Employee Directory

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