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HB Wealth Management Completes Acquisition of WMS Partners to Expand Family Office Services
Acquiring Company
Homrich Berg
Acquired Company
WMS Partners
AtlantaTowsonOtherFinancial ServicesSoftwareFinanceDescription
HB Wealth Management, a leading Atlanta-based fee-only wealth advisor, has successfully closed the acquisition of WMS Partners, a $6.4 billion AUM RIA headquartered in Towson, Maryland. This strategic acquisition enhances HB’s family office service offerings, strengthens its presence in the mid-Atlantic region, and positions the combined firm to better serve ultra-high-net-worth families across the U.S.