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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
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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.