Investment adviser · CRD 316731

HB WEALTH

Investment adviser filing (IA)

HB WEALTH MANAGEMENT, LLC

ATLANTA, GA, United States · Form ADV filed Sep 3, 2026

Regulatory AUM: $30.2B
Client accounts: 26,148
Employees: 325
Advisory professionals: 152

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	3,169	$21,778,980,748	72.2%
Corporations & businesses	358	$4,490,923,222	14.9%
Individuals	1,639	$1,433,484,799	4.8%
Charities	227	$1,255,572,842	4.2%
Pooled investment vehicles	23	$860,285,672	2.9%
Investment companies	1	$260,681,849	0.9%
Retirement plans	42	$72,308,397	0.2%
Government entities	Fewer than 5	$6,164,413	0.0%

Filing source

Form ADV 2114167 · Sep 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

29 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PEACHTREE REAL ESTATE FUND III, L.P.Real Estate Fund · Last reported Sep 3, 2026$99.5MGross asset value

Form D fundraising filings

Peachtree Real Estate Fund III, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA), INC. ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-9632317456
Reported beneficial owners: 309
Minimum commitment: $200K
Form D file number: 021-408231

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PEACHTREE CREDIT OPPORTUNITIES FUND II, L.P.Private Equity Fund · Last reported Sep 3, 2026$93.8MGross asset value

Fund administrator APEX FUND SERVICES (ATLANTA), INC. ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-1703562426
Reported beneficial owners: 188
Minimum commitment: $250K
Form D file number: 021-330027

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PEACHTREE OPPORTUNITY FUND VI, L.P.Private Equity Fund · Last reported Sep 3, 2026$69.6MGross asset value

Form D fundraising filings

Peachtree Opportunity Fund VI, L.P.

Fund administrator SS&C FUND ADMINISTRATION WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA, INC. LOS ANGELES, California, United States Related to adviser: No

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

BANC OF CALIFORNIA, INC.
LEI 001-35522

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-6003535011
Reported beneficial owners: 128
Minimum commitment: $250K
Form D file number: 021-473531

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PEACHTREE OPPORTUNITY FUND V, L.P.Private Equity Fund · Last reported Sep 3, 2026$64.6MGross asset value

Form D fundraising filings

Peachtree Opportunity Fund V, L.P.

Fund administrator SS&C FUND ADMINISTRATION WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA, INC. LOS ANGELES, California, United States Related to adviser: No

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

BANC OF CALIFORNIA, INC.
LEI 001-35522

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-2296292952
Reported beneficial owners: 124
Minimum commitment: $250K
Form D file number: 021-384934

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PEACHTREE CREDIT OPPORTUNITIES FUND III, L.P.Private Equity Fund · Last reported Sep 3, 2026$59.8MGross asset value

Form D fundraising filings

Peachtree Credit Opportunities Fund III, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA), INC. ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA, INC. LOS ANGELES, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

BANC OF CALIFORNIA, INC.
LEI 001-35522

Fund details & source

Fund ID: 805-9096630847
Reported beneficial owners: 88
Minimum commitment: $250K
Form D file number: 021-523638

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PEACHTREE REAL ESTATE FUND IV, L.P.Real Estate Fund · Last reported Sep 3, 2026$46.7MGross asset value

Form D fundraising filings

Peachtree Real Estate Fund IV, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA), INC. ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-9897540114
Reported beneficial owners: 136
Minimum commitment: $200K
Form D file number: 021-472346

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PEACHTREE REAL ESTATE FUND IV-A, L.P.Real Estate Fund · Last reported Sep 3, 2026$46.7MGross asset value

Form D fundraising filings

Peachtree Real Estate Fund IV-A, L.P.

Fund administrator APEX FUND SERVICES (ATLANTA), INC. ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS, LLP ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS, LLP
PCAOB 686

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-9875626450
Reported beneficial owners: 89
Minimum commitment: $200K
Form D file number: 021-472360

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 3, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3550 LENOX RD NE, SUITE 2700
ATLANTA, GA, 30326, United States

CRD 316731

Filing source

Form ADV 2114167 · Sep 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.