Hb Wealth Management, LLC
● SEC registered since 2021CRD 316731SEC# 801-122595Atlanta, GA
Ranks #417 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$30.16B
Fund GAV
$860.3M
Private funds
24
Employees
325
Accounts
26,148
Location
Atlanta, GA
Hb Wealth Management, LLC assets under management
Hb Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2021. It reports $30.2 billion in regulatory assets under management and employs 325 people. Hb Wealth Management, LLC manages 24 private funds with combined gross assets of $860.3 million, including Peachtree Real Estate Fund III, L.P. By regulatory assets, it ranks 417 of 6,004 private fund managers.
Hb Wealth Management, LLC private funds
24 funds · $860.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Peachtree Real Estate Fund III, L.P. | Real Estate | $99.5M | $200K |
| Peachtree Credit Opportunities Fund II, L.P. | Private Equity | $93.8M | $250K |
| Peachtree Opportunity Fund VI, L.P. | Private Equity | $69.6M | $250K |
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Join to unlock · $37/moHb Wealth Management, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Berg Control | Chairman Of The Board | Under 5% | 2024 |
| Andrew Richard Klepchick Control | Manager | Under 5% | 2021 |
| David Ignacio Trujillo Control | Manager | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Hb Wealth Management, LLC manage?
Hb Wealth Management, LLC reports $30.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Hb Wealth Management, LLC manage?
Hb Wealth Management, LLC manages 24 private funds with combined gross assets of $860.3 million.
How many employees does Hb Wealth Management, LLC have?
Hb Wealth Management, LLC reports 325 employees.
Where is Hb Wealth Management, LLC located?
Hb Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2021.
Does Hb Wealth Management, LLC disclose fund performance?
Hb Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3550 Lenox Rd, Suite 2700, Atlanta, GA 30326 |
| Phone | 404-264-1400 |
| Fax | 404-237-5114 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$30.16B▲ 98%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$30.16Bregulatory AUM
Discretionary $26.91BNon-discretionary $3.25B
Fund type mix
Private Equity17
Real Estate7
Service providers
Auditor
Custodian
Administrator