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 |
|---|---|---|---|---|
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | $25.7M | 105 | FORVIS, LLP |
| 2008 OPPORTUNITY FUND, LP | Private Equity Fund | $25.7M | 105 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P. | Private Equity Fund | $23.6M | 97 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P. | Private Equity Fund | $23.6M | 97 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P. | Private Equity Fund | $23.6M | 97 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P. | Private Equity Fund | $23.6M | 97 | FORVIS, LLP |
| PEACHTREE CREDIT OPPORTUNITIES FUND, L.P. | Private Equity Fund | $23.6M | 97 | FORVIS, LLP |
| WMS PRIVATE INCOME FUND III, LLC | Private Equity Fund | $22.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND III, LLC | Private Equity Fund | $22.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND III, LLC | Private Equity Fund | $22.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND III, LLC | Private Equity Fund | $22.6M | 100 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND I, LLC | Private Equity Fund | $18.2M | 99 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND I, LLC | Private Equity Fund | $18.2M | 99 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND I, LLC | Private Equity Fund | $18.2M | 99 | SC&H GROUP LLC |
| WMS PRIVATE INCOME FUND I, LLC | Private Equity Fund | $18.2M | 99 | SC&H GROUP LLC |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | $18.2M | 105 | FORVIS, LLP |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | $17.2M | 105 | FORVIS, LLP |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | $17.2M | 105 | FORVIS, LLP |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | $17.2M | 105 | FORVIS, LLP |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | $17.2M | 105 | FORVIS, LLP |
| INCOME OPPORTUNITY FUND II, L.P. | Private Equity Fund | $17.2M | 105 | FORVIS, LLP |
| WMS PRIVATE EQUITY FUND I, LLC | Private Equity Fund | $15.8M | 93 | SC&H GROUP LLC |
| WMS PRIVATE EQUITY FUND I, LLC | Private Equity Fund | $15.8M | 93 | SC&H GROUP LLC |
| WMS PRIVATE EQUITY FUND I, LLC | Private Equity Fund | $15.8M | 93 | SC&H GROUP LLC |
| WMS PRIVATE EQUITY FUND I, LLC | Private Equity Fund | $15.8M | 93 | SC&H GROUP LLC |
TypePrivate Equity Fund
GAV$23.6M
Investors97
AuditorFORVIS, LLP
TypePrivate Equity Fund
GAV$23.6M
Investors97
AuditorFORVIS, LLP
TypePrivate Equity Fund
GAV$23.6M
Investors97
AuditorFORVIS, LLP
TypePrivate Equity Fund
GAV$23.6M
Investors97
AuditorFORVIS, LLP
TypePrivate Equity Fund
GAV$23.6M
Investors97
AuditorFORVIS, LLP
Fund NameWMS PRIVATE INCOME FUND III, LLC
TypePrivate Equity Fund
GAV$22.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND III, LLC
TypePrivate Equity Fund
GAV$22.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND III, LLC
TypePrivate Equity Fund
GAV$22.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND III, LLC
TypePrivate Equity Fund
GAV$22.6M
Investors100
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND I, LLC
TypePrivate Equity Fund
GAV$18.2M
Investors99
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND I, LLC
TypePrivate Equity Fund
GAV$18.2M
Investors99
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND I, LLC
TypePrivate Equity Fund
GAV$18.2M
Investors99
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE INCOME FUND I, LLC
TypePrivate Equity Fund
GAV$18.2M
Investors99
AuditorSC&H GROUP LLC
Fund NameINCOME OPPORTUNITY FUND II, L.P.
TypePrivate Equity Fund
GAV$18.2M
Investors105
AuditorFORVIS, LLP
Fund NameINCOME OPPORTUNITY FUND II, L.P.
TypePrivate Equity Fund
GAV$17.2M
Investors105
AuditorFORVIS, LLP
Fund NameINCOME OPPORTUNITY FUND II, L.P.
TypePrivate Equity Fund
GAV$17.2M
Investors105
AuditorFORVIS, LLP
Fund NameINCOME OPPORTUNITY FUND II, L.P.
TypePrivate Equity Fund
GAV$17.2M
Investors105
AuditorFORVIS, LLP
Fund NameINCOME OPPORTUNITY FUND II, L.P.
TypePrivate Equity Fund
GAV$17.2M
Investors105
AuditorFORVIS, LLP
Fund NameINCOME OPPORTUNITY FUND II, L.P.
TypePrivate Equity Fund
GAV$17.2M
Investors105
AuditorFORVIS, LLP
Fund NameWMS PRIVATE EQUITY FUND I, LLC
TypePrivate Equity Fund
GAV$15.8M
Investors93
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE EQUITY FUND I, LLC
TypePrivate Equity Fund
GAV$15.8M
Investors93
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE EQUITY FUND I, LLC
TypePrivate Equity Fund
GAV$15.8M
Investors93
AuditorSC&H GROUP LLC
Fund NameWMS PRIVATE EQUITY FUND I, LLC
TypePrivate Equity Fund
GAV$15.8M
Investors93
AuditorSC&H GROUP LLC