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Homrich Berg Wealth Management

Homrich Berg Wealth Management

3550 Lenox Rd NE
Suite 2700

Atlanta, GA 30326

4042641400

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About Homrich Berg Wealth Management

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

100-499

Firm CRD#

316731

Work with the following types of clients

Families, insitutions, nonprofits, foundations, and corporations

Advisory Services Provided

Financial Advice & Consulting, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

4,012

Firm's Number of Planning Clients

3,633

Firm's Number of Managed Clients

4,012

Assets Managed by Firm

$17,140,521,716

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

https://homrichberg.com/resources/form-adv/

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892432/rothira-Homrich-Berg-Wealth-Management-detailed-disclosure.html

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