# HUB Retirement and Private Wealth
Source: https://planprovider.pro/provider/hub-retirement-and-private-wealth

> Built around both retirement plans and private wealth, HUB Retirement and Private Wealth (HUB RPW) supports employers as well as individuals and families wit…

Retirement Plan Advisor

Austin, TX

## About HUB Retirement and Private Wealth

<p>Built around both retirement plans and private wealth, HUB Retirement and Private Wealth (HUB RPW) supports employers as well as individuals and families with coordinated advice. Founded in 2015, the firm has 19,000 employees and operates from Austin (HQ) in the Texas capital region, with additional offices in Omaha, Memphis, Longview, Chicago, Bethesda, Glen Allen, Sacramento, Temecula, and Tulsa.</p>

<p>HUB RPW works as a <a href="/plan-advisors">plan advisor</a> on employer-sponsored retirement plans, including 401(k) plan support such as plan reviews, investment lineup work, and ongoing plan management. The team also provides private wealth management and financial wellness services for employees and households.</p>

<p>For plan fiduciary support, HUB RPW offers both 3(21) co-fiduciary and 3(38) investment manager services. The difference is the ability to pair retirement plan governance with access to in-house specialists across retirement, wealth management, employee benefits, risk, and insurance under one firm.</p>

<ul>
<li>3(21) fiduciary investment advice</li>
<li>3(38) fiduciary investment management</li>
<li>401(k) plan optimization and ongoing advisory support</li>
<li>Private wealth management and financial wellness programs</li>
</ul>

Website: [https://hubrpw.com/](https://hubrpw.com/)

Founded: 2015

Employees: 19000

## Office Locations

- Omaha, NE

- Memphis, TN

- Longview, TX

- Austin, TX (Headquarters)

- Bethesda, MD

- Glen Allen, VA

- Sacramento, CA

- Tulsa, OK

- Temecula, CA

- Chicago, IL

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Team Members

- **Addie George**, Vice President

- **Alex Assaley**, Managing Director, Retirement Plans

- **Alex Garcia**, Senior Wealth Advisor

- **Alisha Wesser**, Vice President

- **Allison Rosenberg**, Senior Consultant, Retirement Plans

- **Alp Atabek**, Executive Vice President

- **Amanda Banta**, Advisor, Retirement & Wealth Management

- **Amy Burk**, Director of Wealth Management

- **Andrew DeGroat**, Senior Vice President

- **Andy Cooper**, Vice President, Retirement Plan Consulting Advisor

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