SEC Form ADV

HALBERT WEALTH MANAGEMENT, INC

Registered Investment AdviserTX
$211.2M
Assets Under Management
5
Employees
Get LP Contact Details

Registration Details

Accession
crd-108294
Location
AUSTIN, TX
Filing Date
September 9, 2026
AUM
$211.2M
Institutional Clients
1
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporationsOther

About this Adviser

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