SEC Form ADV

HALBERT WEALTH MANAGEMENT, INC

Registered Investment AdviserTX
$211.2M
Assets Under Management
602
Total Clients
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Registration Details

Accession
CRD-108294
Location
AUSTIN, TX
Filing Date
April 22, 2026
AUM
$211.2M
Total Clients
602
Amendment
No

About this Adviser

HALBERT WEALTH MANAGEMENT, INC is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $211.2M in assets across 602 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.