Hb Wealth Management, LLC

Atlanta, GA

Georgia

Registered In

08/11/2021

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Hb Wealth Management, LLC at 3550 Lenox Rd NE STE 2700, Atlanta, Ga 30326 lists Andrew Berg of Atlanta, GA.

Overview

Registered In

Georgia

Incorporation Date

08/11/2021

Company Type

Foreign Limited Liability Company

Status

Active/Compliance

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Andrew Berg Registered Agent

3550 LENOX RD NE STE 2700, ATLANTA, GA 30326

Map & Locations

3550 LENOX RD NE STE 2700, ATLANTA, GA 30326 View Map

Financials

Financial Information for Hb Wealth Management, LLC

Form 5500

HB WEALTH MANAGEMENT LLC

3550 Lenox Road NE Suite 2700, Atlanta, Ga 30326 (404) 264-1400 EIN:87-2119854 Plan Admin:Maggie Sudholt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHOMRICH BERG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY153 / 186 Assets BOY/EOY$28,736,274 / $27,522,043	2022	HOMRICH BERG 401(K) PROFIT SHARING PLAN - Plan #001	153 / 186	$28,736,274 / $27,522,043
2021	Plan NameHOMRICH BERG 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY118 / 153 Assets BOY/EOY$0 / $0	2021	HOMRICH BERG 401(K) PROFIT SHARING PLAN - Plan #001	118 / 153	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Hb Wealth Management, LLC Registered in Wisconsin	Waukesha, WI	View Report

Address Match:3550 Lenox Rd Ne Ste 2700 Atlanta, GA

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor