HB Wealth (Homrich Berg Wealth Management)

EST. AUM
$30,158,401,942

CONTACTS
66

CLIENT ACCOUNTS
26,148

Firm Details

Metro area Atlanta
CRD Number 316731
Website hbwealth.com
Client types

Overview

Homrich Berg serves more than 3500 diverse family relationships nationwide in 48 states, managing over $14.5 billion in assets as of December 31, 2023. Homrich Berg utilizes Albourne as an additional resource in sourcing and operational due diligence for managers within this program. Ford is also responsible for manager selection within domestic and international equities. Recently made a new acquisition with Oak Ridge, one of their largest acquisitions at $1.2 B in AUM. Homrich Berg, which recently merged with WMS Partners to form HB Wealth, is a $26 billion multifamily office and registered investment advisor (RIA). The firm is headquartered in Atlanta, Georgia, with additional offices throughout the Southeastern United States, and a Baltimore office where Zach Ruchman is based. HB Wealth offers a comprehensive suite of wealth management services to a diverse client base, ranging from high-net-worth individuals to true family office clients. The merger between WMS and Homrich Berg brought together two of the premier East Coast multifamily offices, creating scale and broadening expertise across client segments, asset classes, and specialized services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

HB Wealth (Homrich Berg Wealth Management)

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company