Homrich Berg Closes Acquisition of WMS Partners (HB Wealth Management)
January 16, 2025
HB Wealth Management (Homrich Berg) has closed its acquisition of WMS Partners, a $6.4 billion AUM multi-family office and registered investment adviser headquartered in Towson, Maryland. The deal integrates WMS into HB Family Office, expanding HB’s mid-Atlantic footprint and enhancing its family office service offerings for ultra-high-net-worth families.
- Buyers
- Homrich Berg (HB Wealth Management)
- Targets
- WMS Partners
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.