Warren W. Wick

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CRD#: 600232

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Warren Wellington Wick II, CFP®, who also goes by Warren Wellington Wick, was a registered financial professional .

Warren is a previously registered financial professional and started their career in finance in 1996. Warren had worked at 3 firms and has passed the Series 6 exam.

Core Areas of Focus

Business Owners

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Biography

With more than three decades of wealth management experience, Oakbridge Partners has earned a reputation for providing straightforward, unbiased financial advice and solutions that are in the best interests of our clients.

Question & Answer

What are your service offerings?

Estate Planning

Tax Planning

Investment Planning

Retirement Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Aliases

Warren Wellington Wick

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Past

June 1, 2022 - January 3, 2023

HB WEALTH

RIA

CRD#: 316731

Atlanta, GA

Past

April 16, 2020 - January 3, 2023

ANTARES WEALTH

RIA

CRD#: 305732

ATLANTA, GA

Past

August 21, 1996 - June 7, 2022

OAKBRIDGE PARTNERS, LTD.

RIA

CRD#: 105829

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

Series 6

Date: 6/4/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

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Contact information

Main Address

3550 Lenox Rd Suite 2700, Atlanta, GA 30326

Mailing Address

Phone number

(404) 264-1400

Established

Firm type

Fiscal year end

# of Employees

215

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOMRICH BERG BROCHURE (1/6/2026)

Regulatory assets under management

Total Number of Accounts	24,625
AUM (Assets Under Management)	$ 25,880,296,192

Accountant 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

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Warren W. Wick

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HB WEALTH

ANTARES WEALTH

OAKBRIDGE PARTNERS, LTD.

Primary Firm SEC Registration

HB WEALTH

State Registrations and Notice Filings

Exams

Series 6

Date: 6/4/1996

Current Firm

HB WEALTH

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HB WEALTH

TRUST BUT VERIFY

Contact information

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