FIRM PROFILE

HB WEALTH MANAGEMENT, LLC

CRD 316731 · Source month: August 2026

Reported business facts

CRD number: 316731Reported in SEC monthly data
Legal name: HB WEALTH MANAGEMENT, LLCReported in SEC monthly data
Regulatory assets under management: $30,158,401,942.00Reported in SEC monthly data
Employees: 325Reported in SEC monthly data
Employees performing advisory functions: 152Reported in SEC monthly data
Individual clients (other than high net worth): 1,639Reported in SEC monthly data
High net worth individual clients: 3,169Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: 1Reported in SEC monthly data
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 23Reported in SEC monthly data
Pension and profit-sharing plan clients: 42Reported in SEC monthly data
Charitable organization clients: 227Reported in SEC monthly data
State or municipal government clients: SuppressedReported in SEC monthly data
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: Not reportedObserved missing state
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 358Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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