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Hb Wealth CRD 316731
$30.2B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2015 | 11/2016 |
| Jpmorgan Chase Bank, Na | Atlanta | GA | 03/2015 | 11/2016 |
| Balentine, Llc | Atlanta | GA | 12/2016 | 07/2025 |
| Hb Wealth Management, Llc | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-10-24 |
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