Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md. The acquisition is the largest ...

Homrich Berg (HB), a registered investment advisor (RIA) headquartered in Atlanta, has appointed Abbey Flaum to the position of managing director, family wealth strategist, and Isaac Bradley to ...

Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. Contacts. Morgan Polley Gregory FCA for Homrich Berg [email protected] 610-228-2140 ...

Private equity firm TPG has agreed to buy a minority stake in Homrich Berg, an investment that would allow the wealth management firm to pursue growth opportunities, the companies said on Thursday.

Atlanta-based wealth advisor Homrich Berg announced today that it has entered into a definitive agreement to acquire WMS Partners (WMS), a $6.4 billion multi-family office and registered ...

Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md.

Homrich Berg hired a former Truist advisor team that oversaw $4 billion in assets and which will staff an office in Tampa, Fla. as the fast-growing wealth management company seeks to expand into ...

The acquisition will bring Homrich Berg’s total assets under management to over $24 billion, while expanding its geographic reach to five states with 10 offices and more than 300 employees.

Homrich Berg Brings On $6.4 B RIA WMS Partners As Part of Family Office Expansion. Business Wire . Wed, Dec 11, 2024, 9:00 AM 3 min read. $18B Atlanta-based RIA continues growth into the mid ...

Homrich Berg, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast, is pleased to welcome Joanna Irwin as ...