SEC-Registered Investment Adviser
Hb Wealth
Legal name: Hb Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 3, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- November 5, 2021
- Principal office
- 3550 Lenox Rd NE, Suite 2700, Atlanta, GA 30326
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 11
Scale
- Regulatory AUM
- $30.2B
- Discretionary / non-discretionary
- $26.9B / $3.2B
- Attributable to non-US clients
- $1.8M
- Accounts
- 26,148
- Clients
- 0
- Employees
- 325, 152 in advisory roles
- Private funds advised
- 24
- Private fund gross assets
- $860.3M
- Fund types
- 17 private equity funds, 7 real estate funds
- Funds with Form D records
- 20 issuers in AltStreet's ledger, $301.5M reported sold across them
- Client assets in custody
- $8.9B (4,173 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (1,639); high net worth individuals (3,169); investment companies (1); pooled investment vehicles (23); pension and profit sharing plans (42); charitable organizations (227); state or municipal government entities; corporations or other businesses (358)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 3, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
20 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from January 28, 2015 to April 13, 2026. 1 offering is still raising on the latest filing. Reported sold across them: $301.5M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2026 | 1 | $26.6M | 22 |
| 2025 | 2 | n/a | n/a |
| 2024 | 1 | $33.2M | 73 |
| 2023 | 4 | $77.2M | 220 |
| 2022 | 1 | $31.1M | 100 |
| 2021 | 2 | $44.4M | 145 |
| 2020 | 2 | $45.6M | 125 |
| 2019 | 4 | $17.8M | 59 |
| 2017 | 1 | $25.4M | 50 |
| 2016 | 1 | n/a | n/a |
| 2015 | 1 | n/a | n/a |
Registered funds this firm advises, from Form N-CEN
1 fundregistered under the Investment Company Act name this firm as investment adviser on the latest Form N-CEN. Net assets and the share of holdings at Level 3 or carried at NAV ("marks") are from the newest Form N-PORT; the flow series is on each fund's page in Terminal Pro. Fee and expense ratios are as the fund reported them on N-CEN.
| Fund | Type | Net assets | Marks | Mgmt fee | Net expenses |
|---|---|---|---|---|---|
| Peachtree Alternative Strategies Fundas of July 31, 2026 | Registered fund | $278.9M | 92.4% | 0.75% | 0.34% |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.