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Alexander Robert Price

Hb Wealth

Atlanta, GA

Towson, MD

CRD 7113592

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Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-22
  • MD RA
    APPROVED
    Since 2025-01-22

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

1 West Pennsylvania Ave Suite 800, Towson, MD 21204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fox Hollow Golf Course Lutherville-Timonium MD 07/2014 01/2017
The Financial Consulate Hunt Valley MD 06/2017 11/2021
The Financial Consulate Hunt Valley MD 01/2017 06/2017
Towson University Towson MD 05/2012 05/2017
Wms Partners, Llc Towson MD 11/2021 01/2025
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 07/2014 → 01/2017
    Fox Hollow Golf Course
    Lutherville-Timonium, MD
  • 06/2017 → 11/2021
    The Financial Consulate
    Hunt Valley, MD
  • 01/2017 → 06/2017
    The Financial Consulate
    Hunt Valley, MD
  • 05/2012 → 05/2017
    Towson University
    Towson, MD
  • 11/2021 → 01/2025
    Wms Partners, Llc
    Towson, MD
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA

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