ria
HB Wealth Management
ATLANTA, GA
CRD: 316731
In network coverage since October 2, 2026 · 1 story
$30.2BRegulatory AUMSEC Form ADV · Oct 24
325EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 24
Network coverage
Deals & PE
Concurrent buys Spire's 30-plus teams in first RIA platform deal
The asset purchase adds about $5.4 billion and lifts Concurrent to $28.6 billion, with no purchase price disclosed.