HB Wealth overview
HB Wealth contact information
Offices
3550 Lenox Road NE, Suite 2700, Atlanta, 30326, United StatesContacts
| Name | Job title | Location | |
|---|---|---|---|
 Mr. Andy Berg | Job titleCo-Founder and Chairman | LocationAtlanta, United States | Email  ----------- |
| Ms. Bonnie Holland | Job titleDirector of Operations | LocationAtlanta, United States | Email ----- |
| Mr. Fitz Smoak | Job titleSenior Investment Research Analyst | LocationAtlanta, United States | Email -------- |
| Mr. Ford Donohue | Job titleDeputy Chief Investment Officer | LocationAtlanta, United States | Email --------- |
HB Wealth funds managed
Funds in market: 2
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size --------- | Open dateMar 2025 | Strategy ----- | |
| -------- | Fund size -------- | Open dateAug 2022 | Strategy -------- |
Closed funds: 8
| Fund | Fund size | Close date | Strategy |
|---|---|---|---|
Fund size ------ | Close dateDec 2024 | Strategy ------- | |
| --------- | Fund size ------- | Close dateApr 2020 | Strategy ------- |
| ----------- | Fund size ----- | Close dateAug 2019 | Strategy ---------- |