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Est. 2026The front page of wealth managementNew York

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Chairman of the Board · HB Wealth

Andrew J. Berg

CRD 2641722 · Named on Form ADV at one SEC-registered adviser

At a glance

HB Wealth, an SEC-registered wealth manager based in Atlanta, GA with $30.2 billion in regulatory assets, lists Andrew J. Berg on its Form ADV as Chairman of the Board, a control person.

Firms and roles

  • HB WealthChairman of the BoardWealth manager · Atlanta, GA · $30B in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.