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Thursday, October 1, 2026The Morning Brief →Sign in
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HB Wealth

ATLANTA, GA
CRD: 316731
In PWD coverage since September 23, 2026 · 2 stories
$30.2BRegulatory AUMSEC Form ADV · Sep 25
325EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Deal closedWealth Care · $700M — coverage
PWD coverage
M&A

HB Wealth buys $700 million Austin RIA Wealth Care, its seventh market

The Atlanta fee-only firm closed Sept. 30 and adds a two-generation team serving physicians; terms were not disclosed.
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