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David Trujillo

Manager at HB Wealth Management

Officer record from the firm’s Form ADVForm ADV filed 3 September 2026

David Trujillo is Manager of HB Wealth Management, LLC, a Atlanta investment adviser.

Role at HB Wealth Management

Title on Schedule A
Manager
Control
David Trujillo is a control person of HB Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Trujillo has held the filed role since November 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

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Trujillo is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Trujillo
CRD
2912721
Firm
HB Wealth Management, LLC
Record basis
Form ADV officer listing

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

Common questions

Where does David Trujillo work?

David Trujillo has been Manager of HB Wealth Management, LLC since November 2024, and is a control person of the firm.

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

Leadership at HB Wealth Management

Sources

  1. IAPD individual lookup, CRD 2912721. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of HB Wealth Management, LLC, filed 3 September 2026. Title, control and ownership bands.

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 David Trujillo 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.