← Back to searchVisit website
HALBERT WEALTH MANAGEMENT, INC
HALBERT WEALTH MANAGEMENT, INC.
CRD 108294 · SEC 801-55411
9433 BEE CAVE RD, SUITE 3-201, AUSTIN, TX, 78733, United States
Phone
512-263-3800
Fax
512-263-3459
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.2M
Discretionary AUM
$148.4M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $49.1M |
| High net worth individuals | 106 | $113.6M |
| Pension/profit sharing plans | 1 | $1.1M |
| Corporations/business entities | 4 | $6.3M |
States served
AZ, CA, CO, LA, MI, MN, NY, NC, OH, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD