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HALBERT WEALTH MANAGEMENT, INC
Legal name: HALBERT WEALTH MANAGEMENT, INC.
CRD 108294File 801-55411
APPROVED
Retail clients
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$211.2M
Below cohort median (national)
Discretionary AUM
$148.4M
Non-discretionary $62.8M
Clients
254
602 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 14, 1998
- Principal office
- 9433 BEE CAVE RD, SUITE 3-201, AUSTIN, TX, 78733
- Phone
- 512-263-3800
- Website
- HTTP://WWW.HALBERTWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $211.2M
- Discretionary AUM
- $148.4M
- Non-discretionary AUM
- $62.8M
- Discretionary accounts
- 467
- Non-discretionary accounts
- 135
- Total accounts
- 602
- AUM per client
- $831K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.3M |
| High net worth individuals | 106 | $113.6M |
| Pension and profit sharing plans | 1 | $1.1M |
| Individuals (other than high net worth individuals) | 143 | $49.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 284 | 254 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.