HB WEALTH MANAGEMENT, LLC
Legal name: HB WEALTH
CRD #316731 SEC #801-122595 ATLANTA, GA 404-264-1400
SEC Registered Private Funds
Total AUM
$25.9B
Discretionary
$22B
Employees
215
Clients
--
Accounts
24,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Sep 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Sep 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Aug 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Jul 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Jul 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Jul 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Jun 2025 | $25.9B | $22B | $3.8B | 215 | 0 |
| Apr 2025 | $18.6B | $17B | $1.6B | 215 | 0 |
| Feb 2025 | $18.6B | $17B | $1.6B | 215 | 0 |
| Jan 2025 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Jan 2025 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Dec 2024 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Oct 2024 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Sep 2024 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Sep 2024 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Mar 2024 | $15.2B | $13.5B | $1.7B | 180 | 0 |
| Aug 2023 | $12.5B | $10.8B | $1.7B | 171 | 0 |
| Jul 2023 | $12.5B | $10.8B | $1.7B | 171 | 0 |
| Mar 2023 | $12.5B | $10.8B | $1.7B | 171 | 0 |
| Oct 2022 | $11.1B | $9.5B | $1.5B | 146 | 0 |
| Sep 2022 | $11.1B | $9.5B | $1.5B | 146 | 0 |
| Aug 2022 | $11.1B | $9.5B | $1.5B | 146 | 0 |
| Jun 2022 | $11.1B | $9.5B | $1.5B | 146 | 0 |
| Mar 2022 | $11.1B | $9.5B | $1.5B | 146 | 0 |
| Jan 2022 | $10.5B | $10.1B | $421.3M | 135 | 0 |
| Jan 2022 | $10.5B | $10.1B | $421.3M | 135 | 0 |
| Oct 2021 | $10.5B | $10.1B | $421.3M | 135 | 0 |
| Oct 2021 | $10.5B | $10.1B | $421.3M | 135 | 0 |
DateNov 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateSep 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateSep 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateAug 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateJul 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateJul 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateJul 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateJun 2025
Total AUM$25.9B
Discretionary$22B
Non-Disc.$3.8B
Employees215
Clients0
DateApr 2025
Total AUM$18.6B
Discretionary$17B
Non-Disc.$1.6B
Employees215
Clients0
DateFeb 2025
Total AUM$18.6B
Discretionary$17B
Non-Disc.$1.6B
Employees215
Clients0
DateJan 2025
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateJan 2025
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateDec 2024
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateOct 2024
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateSep 2024
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateSep 2024
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateMar 2024
Total AUM$15.2B
Discretionary$13.5B
Non-Disc.$1.7B
Employees180
Clients0
DateAug 2023
Total AUM$12.5B
Discretionary$10.8B
Non-Disc.$1.7B
Employees171
Clients0
DateJul 2023
Total AUM$12.5B
Discretionary$10.8B
Non-Disc.$1.7B
Employees171
Clients0
DateMar 2023
Total AUM$12.5B
Discretionary$10.8B
Non-Disc.$1.7B
Employees171
Clients0
DateOct 2022
Total AUM$11.1B
Discretionary$9.5B
Non-Disc.$1.5B
Employees146
Clients0
DateSep 2022
Total AUM$11.1B
Discretionary$9.5B
Non-Disc.$1.5B
Employees146
Clients0
DateAug 2022
Total AUM$11.1B
Discretionary$9.5B
Non-Disc.$1.5B
Employees146
Clients0
DateJun 2022
Total AUM$11.1B
Discretionary$9.5B
Non-Disc.$1.5B
Employees146
Clients0
DateMar 2022
Total AUM$11.1B
Discretionary$9.5B
Non-Disc.$1.5B
Employees146
Clients0
DateJan 2022
Total AUM$10.5B
Discretionary$10.1B
Non-Disc.$421.3M
Employees135
Clients0
DateJan 2022
Total AUM$10.5B
Discretionary$10.1B
Non-Disc.$421.3M
Employees135
Clients0
DateOct 2021
Total AUM$10.5B
Discretionary$10.1B
Non-Disc.$421.3M
Employees135
Clients0
DateOct 2021
Total AUM$10.5B
Discretionary$10.1B
Non-Disc.$421.3M
Employees135
Clients0