Garrett Thomas Liebe
Financial advisor at Hb Wealth Management, LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileGarrett Thomas Liebe is a financial advisor at Hb Wealth Management, LLC in Atlanta, GA, CRD 7246783. IAPD registration began 2024-11-21.
Registration
- CRD number
- 7246783
- Registration status
- Active
- IAPD registration
- 2024-11-21
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- GA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2015-05 to 2020-12 · Jersey Mikes Subs · Chapel Hill, NC
- 2020-06 to 2021-08 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
- 2021-06 to 2021-08 · Northwestern Mutual Investment Services LLC · Durham, NC
- 2022-05 to Present · Hb Wealth Management, LLC · Atlanta, GA
- 2021-08 to 2022-05 · Phreesia · Atlanta, GA
Current employment
- Hb Wealth · Atlanta, GA
Hb Wealth Management, LLC
- Regulatory AUM
- $30,158,401,942
- Registered advisors
- 169
- Offices
- 22
- Clients per advisor
- 32.3 (Low)
- Average AUM per client
- $5.5M (Moderate)
- High-net-worth client ratio
- 58.1% (High)
Hb Wealth Management, LLC: advisors, services and reported ETF investments
About
Garrett Thomas Liebe is a CFP® financial advisor at Hb Wealth, operating as Hb Wealth Management, LLC in Atlanta, GA. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Hb Wealth Management, LLC, Phreesia, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company.
Hb Wealth Management, LLC's firm-level Form ADV reports 169 advisors across 22 offices; approximately 32.3 clients per advisor, average assets per client of $5,524,529, and regulatory AUM of $30.2B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $11.2B across 410 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Garrett Thomas Liebe personally.
Reported ETF positions
Hb Wealth Management reports 410 ETF positions worth $11.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $3.1B |
| VIG — Vanguard Div Appreciation ETF | $1.4B |
| AVUS — Avantis U.S. Equity ETF | $771.9M |
| VXUS — Vanguard Total International Stock ETF | $707.5M |
| JPST — JPMorgan Ultra-Short Income ETF | $506.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Hb Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $10.3M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $2.7M | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $2.4M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $1.6M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Hb Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
3550 Lenox Rd NE, Atlanta, GA 30326
152 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 404-264-1400
- Website: hbwealth.com
- Youtube
Official record
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