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HALBERT WEALTH MANAGEMENT, INC
Legal name: HALBERT WEALTH MANAGEMENT, INC.
CRD 108294File 801-55411
APPROVED
Retail clients
Filing as of Sep 9, 2026
Feed vintage Oct 1, 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, BLDG. 1, STE 200, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 284 | 254 | decreased by30 |
| Apr 1, 2026 | Accounts | 593 | 602 | increased by9 |
| Mar 1, 2026 | Employees | 2 | 5 | increased by3 |
| Mar 1, 2026 | Clients | 0 | 284 | increased by284 |
| Mar 1, 2026 | AUM | $72,797,050 | $211,192,636 | increased by$138,395,586 |
| Mar 1, 2026 | Accounts | 1 | 593 | increased by592 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 2 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 309 | 0 | decreased by309 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $159,660,940 | $72,797,050 | decreased by$86,863,890 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 681 | 1 | decreased by680 |
| Sep 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 312 | 309 | decreased by3 |
| Apr 1, 2022 | AUM | $149,401,440 | $159,660,940 | increased by$10,259,500 |
| Apr 1, 2022 | Accounts | 606 | 681 | increased by75 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HALBERT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HALBERT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.