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: 3
| Fund | Fund size | Open date | Strategy |
|---|---|---|---|
Fund size ----------- | Open dateMar 2026 | 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 ------ | |