WMS Partners is now HB Family Office

WMS Partners is now HB Family Office

Investment Management United States 74 employees
Employees
74
Contacts
2
Emails
2
Phones
1
wms-partners.com LinkedIn

WMS Partners is now HB Family Office Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Website
wms-partners.com
Industry
Investment Management
Employees
74
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords
Atlanta

About WMS Partners is now HB Family Office

In January 2025, WMS Partners became part of HB Family Office, a division of Homrich Berg. Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services.

WMS Partners is now HB Family Office Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

WMS Partners is now HB Family Office Org Chart

Sample employees and titles
Name Title Contact
Dan Feeser Director of Investment Reporting
Email Phone
Paul Lamari Attorney Licensed in Maryland, Washington D.c. and Virginia
Email

Employees by Management Level

Senior / Lead 2 profiles
Individual contributor 2 profiles
Executive 1 profile
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 2
Operations 1 1 1
Finance 1 1 0
Sales 1 1 0
Legal 1 1 0

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