Charlotte, NC 101 South Tryon Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
HB Wealth
Enterprise
Firm-wide stats for HB Wealth
Clients per advisor
28 Very LowAvg AUM per client
$4,827,884 Very HighHNW client ratio
66% Very HighAbout
HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to individuals and families as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and investment companies, and offers outsourced chief investment officer (OCIO) and institutional advisory services.
HB Wealth typically manages accounts on a discretionary basis, aligning portfolios with clients’ stated objectives and risk tolerance while incorporating the firm’s capital markets outlook and providing consolidated quarterly reporting; it uses custodians such as Charles Schwab, Fidelity, and Pershing and portfolio reporting via Black Diamond. Its investment process combines quantitative and qualitative due diligence across public and private strategies — mutual funds, ETFs, hedge funds, structured notes, direct real estate, and private investment funds (including affiliated HB Funds) — and the brochure discloses valuation and liquidity practices for private investments.
Notable distinctions include explicitly advising and subadvising registered investment companies (Peachtree Alternative Strategies and the HB Credit Opportunity Fund) and the 2026 launch of the HB Wealth Credit Opportunities Fund, a registered investment company created with iCapital, along with a broad suite of affiliated private funds and a newly formed HB Wealth Real Estate Fund. The firm traces its heritage to Homrich & Berg, Inc. and discloses its ownership changes and minority investments by external firms (NewMountainCapital and TPG) and related affiliations with other managers, with policies described to address resulting conflicts of interest.
Based on HB Wealth
Location
101 South Tryon Street, Suite 2700
Charlotte NC 28280
Advisors at this office
3
Advisors at this office
Andrea S
Series 63, Series 65
Charlotte, NC
HB Wealth
Andrea Smith is a financial advisor at HB Wealth with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer (OCIO) and institutional advisory services.
Jared G
Series 66
Charlotte, NC
HB Wealth
Jared Green is a financial advisor at HB Wealth with one year of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach combining quantitative and qualitative due diligence across public and private strategies and offers services including outsourced chief investment officer (OCIO) solutions and advisory support to registered investment companies.
Rebecca W
Series 63, Series 65
Charlotte, NC
HB Wealth
Rebecca Warner is a financial advisor at HB Wealth with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2025 before joining her current firm. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with clients’ objectives and risk tolerance, incorporating both quantitative and qualitative due diligence across public and private investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")