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HB Wealth
ATLANTA, GA
CRD: 316731
In PWD coverage since September 23, 2026 · 3 stories
$30.2BRegulatory AUMSEC Form ADV · Sep 26
325EmployeesForm ADV
2Deals on our tracker
Deal recordFull tracker →
Sep 29, 25Deal closedWealth Care · $700M
PWD coverage
Moves
HB Wealth adds Podnos physician team, entering Texas as its seventh market
Rachel Podnos O'Leary and Lauren Podnos-Garner will be based in Austin full time, while Steven Podnos splits his time between Texas and Florida.