SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Halbert Wealth Management, Inc
Austin, TX
Halbert Wealth Management, Inc., CRD 108294
Firm filing updated September 9, 2026 ·
- $211.2MAssets
- 4Advisory staff
- 602Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals143
- High net worth individuals106
- Pension and profit sharing plans1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 143 | $49.1 million |
| High net worth individuals | 106 | $113.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1.1 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $6.3 million |
| Other: "TRUSTS" | 30 | $41.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$211.2 million
- Accounts602
- Discretionary$148.4 million · 467 accounts
- Non-discretionary$62.8 million · 135 accounts
People
- Employees5
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Halbert Wealth Management, Inc. SEC-registered investment advisor. CRD 108294, SEC file 801-55411.
- Registered with the SEC as an investment advisor (status date on record: April 14, 1998).
Is Halbert Wealth Management, Inc a fiduciary?
Short answer: Halbert Wealth Management, Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.