other
HB Wealth
ATLANTA, GA
CRD: 316731
In PWD coverage since September 23, 2026 · 7 stories
$30.2BRegulatory AUMSEC Form ADV · Oct 3
325EmployeesForm ADV
4Deals on our tracker
+3Talent net · 12 months3 in · 0 out
Regulatory AUM · Sep 26 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +3 · 3 incoming events · 0 outgoing events
Arrivals
Steven D. Podnos
Oct 2 · from Wealth Care
Rachel Podnos O'Leary
Oct 2 · from Wealth Care
Lauren Podnos-Garner
Oct 2 · from Wealth Care
Departures
None tracked.
Deal recordFull tracker →
Sep 29, 25Deal closedWealth Care · $700M
PWD coverage
Deals & PE
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.