Halbert Wealth Management, Inc.
● SEC registered since 1998CRD 108294SEC# 801-55411Austin, TX
Reg. AUM
$211.2M
Employees
5
Accounts
602
Location
Austin, TX
Halbert Wealth Management, Inc. assets under management
Halbert Wealth Management, Inc. operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 1998. It reports $211.2 million in regulatory assets under management and employs 5 people.
Halbert Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Holding LLC Control | Shareholder | Over 75% | 2025 |
| Debi Benson Halbert | Managing Director And Chief Compliance Officer | Under 5% | 1995 |
| Henry James Rohlfs | Director Of Operations | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Halbert Wealth Management, Inc. manage?
Halbert Wealth Management, Inc. reports $211.2 million in regulatory assets under management on its Form ADV.
How many employees does Halbert Wealth Management, Inc. have?
Halbert Wealth Management, Inc. reports 5 employees.
Where is Halbert Wealth Management, Inc. located?
Halbert Wealth Management, Inc. is based in Austin, TX and has been SEC-registered since 1998.
Does Halbert Wealth Management, Inc. disclose fund performance?
Halbert Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9433 Bee Cave Rd, Suite 3-201, Austin, TX 78733 |
| Phone | 512-263-3800 |
| Fax | 512-263-3459 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.2M▲ 190%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$211.2Mregulatory AUM
Discretionary $148.4MNon-discretionary $62.8M