Eric Matthew Bland

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 01/2025
  Wms Partners, Llc
  Towson, MD
• 01/2025 → Present
  Hb Wealth Management, Llc
  Towson, MD

Previous Registrations

• 2016-08-04 → 2025-01-30
  Wms Partners, Llc
  Towson, MD

Other Businesses

Mother Seton Academy; Board Member & Treasurer; Non-Profit Middle School; Not investment related; Start date September 2016; Approximately 2 hours per month during business and non-business hours.

Designations

• Chartered Financial Analyst