DFX Intelligence

Data Factory

RIA / WealthAdvisor31 years in industry

ADAM LEE FULLER

Advisor at HB WEALTH

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e38dfd1-8906-ce22-5cb3-ac1ce8a8ec4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Dec 3, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Adam Lee Fuller

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HB WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
First registration: Dec 3, 2013
Dual registered: no
IAPD individual key: 4578015

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HB WEALTH	Independent wealth	Nov 5, 2021	n/a	yes	ATLANTA, GA	Current employment
HOMRICH BERG	Former SEC adviser	Dec 3, 2013	Nov 21, 2021	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HOMRICH BERG	HB WEALTH	Nov 21, 2021	Nov 5, 2021	-16	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ HB WEALTHRegistered adviserregistration: current employment
Nov 5, 2021 to presentfactForm ADV
→ HOMRICH BERGRegistered adviserregistration: previous registration
Dec 3, 2013 to Nov 21, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e38dfd1-8906-ce22-5cb3-ac1ce8a8ec4b
First observed: Dec 3, 2013
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADAM LEE FULLER

Advisor at HB WEALTH

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e38dfd1-8906-ce22-5cb3-ac1ce8a8ec4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HB WEALTH

Independent wealth

Nov 5, 2021

n/a

yes

ATLANTA, GA

Current employment

HOMRICH BERG

Former SEC adviser

Dec 3, 2013

Nov 21, 2021

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HOMRICH BERG

HB WEALTH

Nov 21, 2021

Nov 5, 2021

-16

Bulk transfer

RIA to RIA