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Andrew Berg

Chairman of the Board at HB Wealth Management

Investment adviser registrationAtlanta, GASEC record checked 17 October 2026

16
Years in the industry
4
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Andrew Berg is Chairman of the Board of HB Wealth Management, LLC, a Atlanta investment adviser managing $30.2B. Andrew Berg has been registered through HB Wealth Management since 8 November 2021, has 16 years in the industry across 2 firms and has passed the Series 63.

Role at HB Wealth Management

Title on Schedule A
Chairman of the Board
Control
Andrew Berg is a control person of HB Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Andrew Berg has held the filed role since January 2024.

The firm

HB Wealth Management, LLC
Atlanta, GA

Form ADV filed 3 September 2026

$30.2B AUM5,459 clients152 advisers12 offices

Career on record

Andrew Berg has been registered through HB Wealth Management since November 2021.

Firms and exams, newest first
  1. Hb WealthCurrent
    – present · 5 years
    Atlanta, GA · Adviser representative · Firm CRD 316731
  2. Homrich Berg
    – · 12 years
    Atlanta, GA · Adviser representative · Firm CRD 108189
  3. Passed Series 63 · 1995

Registrations and exams

Andrew Berg has a current investment-adviser registration in Georgia and has passed 1 qualifying exam.

Georgia8 November 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6314 July 1995
Name
Uniform Securities Agent State Law Examination

Individual record

Full name
Andrew John Berg
CRD
2641722
Firm
HB Wealth Management, LLC
Registration status
Investment adviser registration
Office
3550 LENOX RD NE, SUITE 2700, Atlanta, GA 30326
Firm bio
hbwealth.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

HB Wealth identifies Andy Berg as co-founder and chairman. Official firm biography

Education

Common questions

Where does Andrew Berg work?

Andrew Berg has been Chairman of the Board of HB Wealth Management, LLC since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 September 2026

Is Andrew Berg a financial advisor?

Yes. Andrew Berg has a current investment-adviser registration in Georgia, through HB Wealth Management since November 2021, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Andrew Berg have?

Andrew Berg has worked in the financial industry for 16 years as of 17 October 2026, counted from 3 January 2010, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Andrew Berg passed?

Andrew Berg passed the Series 63 in July 1995.

Source: IAPD individual record, checked 17 October 2026

Where is Andrew Berg based?

Andrew Berg’s registered office is in Atlanta, GA.

Source: IAPD individual record, checked 17 October 2026

Leadership at HB Wealth Management

Sources

  1. IAPD individual record, CRD 2641722. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of HB Wealth Management, LLC, filed 3 September 2026. Title, control and ownership bands.
  3. HB Wealth Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Andrew Berg or HB Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.