HB Wealth Management has closed its acquisition of WMS Partners, a $6.4 billion AUM RIA headquartered in Towson, Md.
This strategic transaction enhances HB’s family office service offerings, strengthens its presence in the mid-Atlantic region and positions the combined firm to better serve ultra-high-net-worth families across the United States.
Founded in 1993, WMS Partners is a nationally recognized multifamily office specializing in tailored wealth management solutions, investment advisory services and estate planning. The acquisition incorporates WMS’s skilled team into HB Family Office, reinforcing their shared commitment to delivering high-quality, client-first solutions.
This acquisition reinforces HB’s presence as a regional integrator with like-minded, independent RIAs while maintaining its commitment to fiduciary excellence. The combined firm will manage more than $24 billion in AUM, creating a strong platform for future growth.