Halbert Wealth Management, Inc

Overview

Halbert Wealth Management, Inc. is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (initial registration 1998) and reports a client base that includes individuals, families and institutional accounts. Its advisory focus is portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. The firm does not identify as an active ESG investor, does not describe itself as a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives