Margo Marie Bryk
Professional Summary
Margo Marie Bryk, who also goes by Margo Marie Promaulayko, is a registered financial advisor currently at HB WEALTH located in Alpharetta, Georgia. Margo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Margo has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Margo Marie Promaulayko
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
BERG, HOMRICH | HOMRICH BERG | HB WEALTH MANAGEMENT, LLC | HB WEALTH | HB FAMILY OFFICE | HB
Contact Information
Main Address
3550 Lenox Rd Ne Suite 2700, Atlanta, GA 30326Phone Number
(404) 264-1400# of Employees
325SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
26,148AUM (Assets Under Management)
$30,158,401,942Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2025 | Cover Page | Report |
| 11/25/2024 | Cover Page | Report |
| 10/23/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BERG, HOMRICH | HOMRICH BERG | HB WEALTH MANAGEMENT, LLC | HB WEALTH | HB FAMILY OFFICE | HB
State Registrations and Notice Filings
(4/6/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
HB WEALTH — Registered Investment Advisory firm
Version Date: Tue, Mar 01, 2022
HB Wealth Management, LLC (“Homrich Berg” or “HB”) is registered as an Investment Adviser with the U.S. Securities & Exchange Commission (“SEC”). Brokerage and investment advisory services and fees differ and it is important for you, the retail investor to understand the differences. Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
We typically charge asset-based fees based on the amount of investment capital we manage or advise on. Our fee schedule ranges from 1.25% to 0.50%, depending on the type of services provided and the amount of investment capital managed or advised on. While we do not have a minimum relationship size to become a client, we generally impose a minimum fee of $12,500, which can increase if more complex financial planning services are required. Asset-based fees are payable quarterly and in advance. The more assets there are in your advisory account, the more you will pay in fees; thus, HB has an incentive to encourage you to increase the assets in your account.
For a small number of clients, we charge a fixed fee instead of an asset-based fee. Fixed fees are payable quarterly and in advance.
We do not charge commissions, performance-based fees, or hourly fees.
Other fees and costs: Some investments like mutual funds, ETFs, or private funds include additional fund level management fees; you may also incur fees from your custodian for things like wire transfers, transaction fees, or other custody fees.
Additional Information: You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. For more information regarding our fees and costs, please review our Form ADV Part 2A Item 5, https://homrichberg.com/resources/form-adv/.
Questions to ask your Professional:
- Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.
.We typically make money based on the amount of investment capital under our management; we have a financial incentive to recommend that you place more investment capital under our management.
We are the sponsor and manager of a number of investment funds. We do not charge any additional management fees to our clients who invest in these funds and we have no financial incentive to recommend them to clients. However, since we created these funds, we do have a bias to recommend them to clients.
Additional Information: Please review Form ADV Part 2A, Item 10, 12, and 14 for additional conflicts of interest, https://homrichberg.com/resources/form-adv/
Questions to ask your Professional:
- How might your conflicts of interest affect me and how will you address them?
HB financial professionals (“FPs”) are primarily compensated through a base salary, plus a bonus based on individual and firm performance. An additional bonus is provided when an FP refers a new client to HB or when a current client places additional investment capital under our management. FPs have a financial incentive to recommend that qualified individuals become clients of HB, and to recommend that current clients place more investment capital under our management. FPs do not receive any compensation for specific transactions or recommending specific investments to clients.
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