Rachel Podnos O’Leary, JD, CFP®

What changed

Joined HB Wealth from Wealth Care LLC as part of a three-advisor team based in Austin, TX.

Reported / discovered

Oct 1, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Austin, TX

Reported book

$700M

Reported team size

3 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.