Warren Wellington Wick Ii
CFP®Professional Summary
Warren Wellington Wick II, CFP®, who also goes by Warren Wellington Wick, was a registered financial advisor. Warren was a previously registered financial professional and started their career in finance 1996 - 2023. Warren had worked at 3 firms and has passed the Series 6 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Tax Planning
- Investment Management
- Retirement Planning
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.
Other Aliases
Warren Wellington Wick
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Credentials
Years of Experience
30 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
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Warren
- Estate & Legacy Planning
- Tax Planning
- Investment Management
- Retirement Planning
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