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Kyle Glenn

Chief Operating Officer at HB Wealth Management

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

Kyle Glenn is Chief Operating Officer of HB Wealth Management, LLC, a Atlanta investment adviser.

Role at HB Wealth Management

Title on Schedule A
Chief Operating Officer
Control
Kyle Glenn is a control person of HB Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kyle Glenn has held the filed role since September 2021.

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 18 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 Kyle Glenn 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
Kyle Glenn
CRD
7237136
Firm
HB Wealth Management, LLC
Record basis
Form ADV officer listing
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 Kyle Glenn as chief operating officer and says he joined the firm in 2020. Official firm biography

Education

Credentials and memberships

Common questions

Where does Kyle Glenn work?

Kyle Glenn has been Chief Operating Officer of HB Wealth Management, LLC since September 2021, and is a control person of the firm.

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

Is Kyle Glenn a CFA charterholder?

HB Wealth Management lists Kyle Glenn with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Official firm biography

Leadership at HB Wealth Management

Sources

  1. IAPD individual lookup, CRD 7237136. 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.
  3. HB Wealth Management team page. Biography, education, credentials, awards.

Retrieved 18 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 Kyle Glenn 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.