HB Wealth Management Revenue, Growth & Competitor Profile

DBA HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG
DBA HOMRICH BERG

Company Profile & Annual Report for HB Wealth Management

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HB Wealth Management Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3550 Lenox Road Ne Suite 2700 Atlanta, GA 30326

Note: Revenues for privately held companies are statistical evaluations.


HB Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • HB Wealth Management's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • HB Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

HB Wealth Management Annual Revenue and Growth Rate

HB Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: HB Wealth Management's revenues are gauged from an analysis of company filings.

HB Wealth Management's Income Statement (based on Industry Averages)

HB Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that HB Wealth Management is developing and marketing. HB Wealth Management doesn't have any recent trademark applications, indicating HB Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
WEALTH MANAGEMENT BUILT FOR YOU College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans for individuals; Financial planning and investment advisory services for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, estate settlement services for individuals; all afore-mentioned services excluding banking services and excluding services to labor unions	09/21/2021
HOMRICH BERG College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations	09/10/2008
HOMRICH BERG WEALTH MANAGEMENT College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial trust operations	09/10/2008

See all trademarks and details in the Full Report.

Market Share of HB Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as HB Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to HB Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
INTERCONTINENTAL EXCHANGE	Atlanta, GA	100
ATTICUS CORPORATE	Atlanta, GA	58
CLOUDMED SOLUTIONS	Atlanta, GA	33
BANYAN SOFTWARE HOLDINGS	Atlanta, GA	8
PATHSTONE	Atlanta, GA	6
RMH FRANCHISE	Atlanta, GA	6

Other Companies at 3550 Lenox Road Ne, Atlanta GA

Company	Headquarters	Revenue ($ MM)
KAJIMA U.S.A.	Atlanta, GA	100
HOMRICH BERG	Atlanta, GA	11
FORMATION CAPITAL	Atlanta, GA	2
LIQUID STRATEGIES	Atlanta, GA	1
AMI 401K PLAN	Atlanta, GA	0

Future Competition: HB Wealth Management's Fastest Growing Competitors

These companies are in the same general field as HB Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)