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
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| PEACHTREE REAL ESTATE FUND IV, L.P. | Real Estate Fund | $39.2M | 136 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV, L.P. | Real Estate Fund | $39.2M | 136 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $39.2M | 89 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $39.2M | 89 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $39.2M | 89 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $39.2M | 89 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $39.2M | 89 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $38.9M | 4 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND IV, L.P. | Real Estate Fund | $38.9M | 6 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND III, L.P. | Private Equity Fund | $33.2M | 73 | FORVIS, LLP |
| WMS PRIVATE INCOME FUND II, LLC | Private Equity Fund | $28.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND II, LLC | Private Equity Fund | $28.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND II, LLC | Private Equity Fund | $28.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND II, LLC | Private Equity Fund | $28.6M | 100 | SC&H GROUP LLC |
| PEACHTREE REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $28.6M | 108 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $26.8M | 108 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $26.8M | 108 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $26.8M | 108 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $26.8M | 108 | FORVIS, LLP |
| PEACHTREE REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $26.8M | 108 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P. | Private Equity Fund | $26.3M | 97 | FORVIS, LLP |
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | $26.1M | 105 | FORVIS, LLP |
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | $25.7M | 105 | FORVIS, LLP |
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | $25.7M | 105 | FORVIS, LLP |
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | $25.7M | 105 | FORVIS, LLP |
Fund NamePEACHTREE REAL ESTATE FUND IV, L.P.
TypeReal Estate Fund
GAV$39.2M
Investors136
AuditorFORVIS, LLP
Fund NamePEACHTREE REAL ESTATE FUND IV, L.P.
TypeReal Estate Fund
GAV$39.2M
Investors136
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$39.2M
Investors89
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$39.2M
Investors89
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$39.2M
Investors89
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$39.2M
Investors89
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$39.2M
Investors89
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$38.9M
Investors4
AuditorFORVIS, LLP
Fund NamePEACHTREE REAL ESTATE FUND IV, L.P.
TypeReal Estate Fund
GAV$38.9M
Investors6
AuditorFORVIS, LLP
TypePrivate Equity Fund
GAV$33.2M
Investors73
AuditorFORVIS, LLP
Fund NameWMS PRIVATE INCOME FUND II, LLC
TypePrivate Equity Fund
GAV$28.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND II, LLC
TypePrivate Equity Fund
GAV$28.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND II, LLC
TypePrivate Equity Fund
GAV$28.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND II, LLC
TypePrivate Equity Fund
GAV$28.6M
Investors100
AuditorSC&H GROUP LLC
TypeReal Estate Fund
GAV$28.6M
Investors108
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$26.8M
Investors108
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$26.8M
Investors108
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$26.8M
Investors108
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$26.8M
Investors108
AuditorFORVIS, LLP
TypeReal Estate Fund
GAV$26.8M
Investors108
AuditorFORVIS, LLP
TypePrivate Equity Fund
GAV$26.3M
Investors97
AuditorFORVIS, LLP