Wms Partners Is Now Hb Family Office

Wms Partners Is Now Hb Family Office company information, Employees & Contact Information

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.

Company Details

Employees
74
Address
1 W Pennsylvania Ave, Suite 800,united States
Phone
(410) 337-7575
Email
ad****@****ers.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Keywords
Atlanta.
HQ
Towson, Maryland
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News

Homrich Berg to acquire Maryland RIA WMS Partners - Private Banker International

Homrich Berg to acquire Maryland RIA WMS Partners Private Banker International

WMS Partners Acquired by Homrich Berg - citybiz

WMS Partners Acquired by Homrich Berg citybiz

Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition - Business Wire

Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition Business Wire

Homrich Berg snaps up $6.4B family office WMS - InvestmentNews

Homrich Berg snaps up $6.4B family office WMS InvestmentNews

Homrich Berg Closes $6.4 Billion RIA WMS Partners Acquisition - Pulse 2.0

Homrich Berg Closes $6.4 Billion RIA WMS Partners Acquisition Pulse 2.0

$6.4B Towson wealth management firm to be acquired - The Business Journals

$6.4B Towson wealth management firm to be acquired The Business Journals

Homrich Berg grows family office unit with WMS Partners acquisition - Crain Currency

Homrich Berg grows family office unit with WMS Partners acquisition Crain Currency

Homrich Berg To Add $6.4 Billion In Assets By Buying Maryland RIA - Wealth Solutions Report

Homrich Berg To Add $6.4 Billion In Assets By Buying Maryland RIA Wealth Solutions Report

Homrich Berg to acquire $6.4bn WMS Partners - Citywire

Homrich Berg to acquire $6.4bn WMS Partners Citywire

Homrich Berg Buys WMS Partners as Part of Family Office Expansion - Barron's

Homrich Berg Buys WMS Partners as Part of Family Office Expansion Barron's

$18B Homrich Berg Brings in Leader of Family Office Services - wealthmanagement.com

$18B Homrich Berg Brings in Leader of Family Office Services wealthmanagement.com

WMS Partners with Verizon to Launch $20 Cruise Daily Pass - GlobeNewswire

WMS Partners with Verizon to Launch $20 Cruise Daily Pass GlobeNewswire

Atlanta-based wealth advisory firm Homrich Berg expanding into mid-Atlantic via acquisition - The Business Journals

Atlanta-based wealth advisory firm Homrich Berg expanding into mid-Atlantic via acquisition The Business Journals

Homrich Berg’s top gatekeeper talks WMS acquisition and private markets - Citywire

Homrich Berg’s top gatekeeper talks WMS acquisition and private markets Citywire

Atlanta wealth management firm Homrich Berg closes biggest-ever acquisition - The Business Journals

Atlanta wealth management firm Homrich Berg closes biggest-ever acquisition The Business Journals

WMS Partners Welcomes Six New Employee Shareholders - citybiz

WMS Partners Welcomes Six New Employee Shareholders citybiz

WMS Partners Welcomes TRIA Capital Partners as Minority Shareholder - Business Wire

WMS Partners Welcomes TRIA Capital Partners as Minority Shareholder Business Wire

Tony King - The Business Journals

Tony King The Business Journals

WMS Partners Adds Four New Employee Shareholders - Business Wire

WMS Partners Adds Four New Employee Shareholders Business Wire

Interview with Todd Wickwire, CEO at WMS Partners - citybiz

Interview with Todd Wickwire, CEO at WMS Partners citybiz

Laura M. Carr Named Principal, Chief Advisory Officer of WMS Partners - I95 Business

Laura M. Carr Named Principal, Chief Advisory Officer of WMS Partners I95 Business

WMS Partners Promotes Josh Rowe to Co-Chief Investment Officer - citybiz

WMS Partners Promotes Josh Rowe to Co-Chief Investment Officer citybiz

WMS Partners Moving HQ to New Towson Location - Commercial Observer

WMS Partners Moving HQ to New Towson Location Commercial Observer

WMS Partners Welcomes Michael Mele Portfolio Manager And Wendi Miller Senior Client Service Associate - citybiz

WMS Partners Welcomes Michael Mele Portfolio Manager And Wendi Miller Senior Client Service Associate citybiz

WMS Partners Appoints Laura Carr as Chief Operating Officer - citybiz

WMS Partners Appoints Laura Carr as Chief Operating Officer citybiz

Wealth giant Homrich Berg rebrands amid rapid growth - Atlanta Business Chronicle - The Business Journals

Wealth giant Homrich Berg rebrands amid rapid growth - Atlanta Business Chronicle The Business Journals

Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand - Business Wire

Homrich Berg Unveils HB Wealth as New Name, Aligning Under Unified Brand Business Wire

Top Homrich Berg gatekeeper exits firm - Citywire

Top Homrich Berg gatekeeper exits firm Citywire

LPL draws from Osaic again, Raymond James from Merrill: Advisor moves - financial-planning.com

LPL draws from Osaic again, Raymond James from Merrill: Advisor moves financial-planning.com

$25bn Homrich Berg rebrands as HB Wealth - Citywire

$25bn Homrich Berg rebrands as HB Wealth Citywire

Exclusive: TRIA Capital Partners takes stake in $6bn Plancorp - Citywire

Exclusive: TRIA Capital Partners takes stake in $6bn Plancorp Citywire

Interview with Tim Chase, CEO of WMS Partners - citybiz

Interview with Tim Chase, CEO of WMS Partners citybiz

SignatureFD adds M&A expert to board, says it will pursue acquisitions - Atlanta Business Chronicle - The Business Journals

SignatureFD adds M&A expert to board, says it will pursue acquisitions - Atlanta Business Chronicle The Business Journals

New era for multi-family offices heralded by Corient expansion - Professional Wealth Management

New era for multi-family offices heralded by Corient expansion Professional Wealth Management

Nancy McColgan Joins Verdence to Lead Verdence/FAMILY Division - citybiz

Nancy McColgan Joins Verdence to Lead Verdence/FAMILY Division citybiz

TODD M. WICKWIRE - Maryland Daily Record

TODD M. WICKWIRE Maryland Daily Record

Wealth firm buys $700M Hunt Valley team in first Baltimore deal - The Business Journals

Wealth firm buys $700M Hunt Valley team in first Baltimore deal The Business Journals

HealthEdge Investment Partners Announces Recapitalization of Western Microsurgical - PR Newswire

HealthEdge Investment Partners Announces Recapitalization of Western Microsurgical PR Newswire

Accenture Acquires MacGregor Partners to Expand Supply Chain Network and Fulfillment Capabilities - Accenture

Accenture Acquires MacGregor Partners to Expand Supply Chain Network and Fulfillment Capabilities Accenture

ColdTrack Announces 100% Pack Accuracy Guarantee Following Multi-Million Dollar Team & Tech Investment - Business Wire

ColdTrack Announces 100% Pack Accuracy Guarantee Following Multi-Million Dollar Team & Tech Investment Business Wire

Hy-Vee Partners With Manhattan Associates to Advance Supply Chain Execution and Inventory; Matt Beenblossom and Stewart Gantt Comment - AndNowUKnow

Hy-Vee Partners With Manhattan Associates to Advance Supply Chain Execution and Inventory; Matt Beenblossom and Stewart Gantt Comment AndNowUKnow

Starfires partner with WTA and WMS for Baseball in Education Day - MassLive

Starfires partner with WTA and WMS for Baseball in Education Day MassLive

Paul Lamari Obituary - Silver Spring, MD - Dignity Memorial

Paul Lamari Obituary - Silver Spring, MD Dignity Memorial

Gather AI Launches Partner Program for Supply Chain Consultants, WMS Providers, and Systems Integrators - Business Wire

Gather AI Launches Partner Program for Supply Chain Consultants, WMS Providers, and Systems Integrators Business Wire

Agility Robotics partners with leading WMS provider, cuts staff - The Robot Report

Agility Robotics partners with leading WMS provider, cuts staff The Robot Report

ShipStation - businessfocusmagazine.com

ShipStation businessfocusmagazine.com

N’ware Technologies Appoints Tony Oliverio to Lead Channel Partner Growth for its WMS Center of Expertise for SAP - News By Wire

N’ware Technologies Appoints Tony Oliverio to Lead Channel Partner Growth for its WMS Center of Expertise for SAP News By Wire

WMS and AT&T partner to enhance at-sea connectivity for cruise passengers - Cruise & Ferry

WMS and AT&T partner to enhance at-sea connectivity for cruise passengers Cruise & Ferry

Pivotree, GreyOrange Partner To Combine AI, Robotics Capabilities With WMS - Supply Chain Brain

Pivotree, GreyOrange Partner To Combine AI, Robotics Capabilities With WMS Supply Chain Brain

Raymour & Flanigan partners with Körber to enhance end customer experience - DC Velocity

Raymour & Flanigan partners with Körber to enhance end customer experience DC Velocity

Lindsey Citron, Bradley Herbig (Published 2019) - The New York Times

Lindsey Citron, Bradley Herbig (Published 2019) The New York Times

Ocean-to-lake estate south of Palm Beach brings $27M, deed shows - Palm Beach Daily News

Ocean-to-lake estate south of Palm Beach brings $27M, deed shows Palm Beach Daily News

Names & Faces - SoMdNews.com

Names & Faces SoMdNews.com

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