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 ManagementUnited States201-500 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
87

United States Of America
87

Asia
3

Japan
1
India
1
Kazakhstan
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Cyprus
1

South America
2

Brazil
2

Africa
1

South Africa
1

WMS Partners is now part of HB Wealth's Leadership

T. M. W.
Chief Executive Officer
Mobile Phone
Email
D. T.
President
Mobile Phone
Email
B. K.
Partner
Mobile Phone
Email
L. U.
Partner And Senior Consultant
Mobile Phone
Email
J. H.
Partner
Mobile Phone
Email
N. F.
Partner, Portfolio Manager
Mobile Phone
Email
H. B.
Director
Mobile Phone
Email
E. B.
Shareholder, Director Of Portfolio Management
Mobile Phone
Email

WMS Partners is now part of HB Wealth Employee Metrics

100%

50%

2025

2024

Finance
Operations
Analytics
Accounting
Administrative
Other
Information Technology
Legal

Contact profiles from WMS Partners is now part of HB Wealth

Name

Title

Contact Info

Location

Last Update

N. W.
Senior Financial Advisor And Senior Planner
Mobile Phone
Email
United StatesMaryland
Aug 03, 2025
G. R. A.
Principal, Senior Advisor
Mobile Phone
Email
United StatesMaryland
Sep 11, 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
N. A.
Senior Client Advisor
Mobile Phone
Email
Oct 17, 2024
R. K.
Senior Relationship Advisor
Mobile Phone
Email
UNITED STATES
May 26, 2025

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 W Pennsylvania Ave, Suite 800 Towson, Maryland 21204, US; 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 201 employees as of October 2025. These team members are located across 5 continents, including North AmericaAsiaEurope.

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

As of October 2025, 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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