HALBERT WEALTH MANAGEMENT, INC

RIASEC RegisteredEst. 1998

Total AUM

$211M

Discretionary

$148M

70% of AUM

Avg account

$351K

Accounts

602

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 108294
Registered since: April 14, 1998
Website: www.halbertwealth.com
Custodians: CHARLES SCHWAB & CO., INC., GUGGENHEIM INVESTOR SERVICES, LLC
Fee structure: Percentage of AUM
Client types: HNWI53.81%
Individuals23.25%
Other19.43%
Corporations / Businesses2.98%
Pension & Profit Sharing Plans0.53%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Halbert Wealth Management, Inc. is a privately held corporate advisory firm registered with the SEC since 1998. The firm advises both individual and family clients as well as institutional clients, with an advisory focus described as portfolio management for individuals and small businesses. Its compensation model is a fee based on a percentage of assets under management. The firm is organized as a domestic entity with individual ownership and is not identified as a capital allocator, related adviser, pension consultant, or multi-state adviser. Public filings indicate Halbert is not positioned as an active ESG investor.