What departments does WMS Partners is now part of HB Wealth have?

WMS Partners is now part of HB Wealth has employees across 10 departments including Consultant, Research, Engineering, Operations, Real Estate.

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

The largest department at WMS Partners is now part of HB Wealth is Finance with 8 employees.

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

WMS Partners is now part of HB Wealth has employees across 5 continents and 7 countries including South Africa, Japan, Kazakhstan, India, Cyprus.

How has WMS Partners is now part of HB Wealth's team size changed over time?

WMS Partners is now part of HB Wealth's team has decreased from approximately 134 to 11 employees based on available data.

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.

WMS Partners is now part of HB Wealth Global Highlights

North America
78

United States Of America
78

Asia
3

Japan
1
Kazakhstan
1
India
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

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
N. A.
Senior Client Advisor
Mobile Phone
Email
Oct 17, 2024
R. K.
Senior Relationship Advisor
Mobile Phone
Email
UNITED STATES
Jun 03, 2026
T. E.
Principal
Mobile Phone
Email
Oct 22, 2024
F. G. C.
Advisory Analyst
Mobile Phone
Email
Apr 07, 2026
J. F.
Financial Advisor
Mobile Phone
Email
United StatesMaryland
Apr 16, 2026
P. L.
In House Counsel
Mobile Phone
Email
United StatesMaryland
Apr 16, 2026
S. F.
Associate Advisor
Mobile Phone
Email
United StatesMaryland
Apr 15, 2026

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 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 30 employees as of June 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 June 2026, WMS Partners is now part of HB Wealth's key employees include:

Chief Executive Officer: T. M. W.
Cio: D. C.
President: D. T.
Founder & Shareholder: M. E.
Partner: B. K.

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WMS Partners is now part of HB Wealth Employee Directory

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