HB Wealth Management Completes Acquisition of WMS Partners to Expand Family Office Services
01/16/25, 2:13 PM
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HB Wealth Management, a leading Atlanta-based fee-only wealth advisor, has successfully closed the acquisition of WMS Partners, a $6.4 billion AUM RIA headquartered in Towson, Maryland. This strategic acquisition enhances HB’s family office service offerings, strengthens its presence in the mid-Atlantic region, and positions the combined firm to better serve ultra-high-net-worth families across the U.S.
Company Info
Location
Atlanta, Georgia, United States
Company info
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.