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Fund Manager

WMS Partners

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WMS Partners

Fund Manager

Primary Strategy: Private Equity

Number of Employees: 44

Ownership: Privately Held

Year End: December

Description

In January 2025, WMS Partners became part of HB Wealth. Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating ou

Contact

Website: Link to website

LinkedIn: linkedin.com/company/wms-partners

Address

1 W. Pennsylvania Avenue, Suite 800, Towson, Maryland, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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