HALBERT WEALTH MANAGEMENT, INC.
Doing business as HALBERT WEALTH MANAGEMENT, INC. SEC Form ADV profile.
Total regulatory AUM
$211,192,636
Discretionary
$148,365,888
Non-discretionary
$62,826,748
Firm details
- CRD number
- 108294
- SEC file number
- 801-55411
- Main office
- AUSTIN, TX, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.HALBERTWEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.