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Sarah Riehl Markwalter

Hb Wealth

Atlanta, GA

CRD 7726998

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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
GA RA APPROVED 2023-06-14
  • GA RA
    APPROVED
    Since 2023-06-14

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
Hb Wealth Management, Llc Atlanta GA 07/2021 Present
Brown Advisory Baltimore MD 07/2018 06/2021
University Of Notre Dame South Bend IN 08/2014 05/2018
  • 07/2021 → Present
    Hb Wealth Management, Llc
    Atlanta, GA
  • 07/2018 → 06/2021
    Brown Advisory
    Baltimore, MD
  • 08/2014 → 05/2018
    University Of Notre Dame
    South Bend, IN
Designations
  • Chartered Financial Analyst
Other Names
  • Sarah Jennings Riehl

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

More in Atlanta, GA

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