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Chief Operating Officer · HB Wealth

Kyle D Glenn

CRD 7237136 · 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 Kyle D Glenn on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • HB WealthChief Operating OfficerWealth manager · Atlanta, GA · $30B in regulatory assets

AtlasMembers

Kyle’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 Kyle 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 Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.