Halbert Wealth Management, Inc
Halbert Wealth Management, Inc is an SEC-registered mass-market adviser in Austin, TX with $211.2M assets under management (AUM, regulatory AUM), +190% over one year. See who owns Halbert Wealth Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108294, SEC 801-55411, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $211.2M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 5
- Clients
- 284
- CRD
- 108294
- Ownership
- HALBERT, GARY, DON; MEYER, JON, PATRICK; POSEY, JOHN, MICHAEL; DENNEY, PHILLIP, RAY; HALBERT, DEBI, BENSON
How much AUM does Halbert Wealth Management, Inc have?
Halbert Wealth Management, Inc reported $211.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Halbert Wealth Management, Inc?
Disclosed owners and executives of Halbert Wealth Management, Inc include HALBERT, GARY, DON, MEYER, JON, PATRICK, POSEY, JOHN, MICHAEL, DENNEY, PHILLIP, RAY, HALBERT, DEBI, BENSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.