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Austin Holding LLC

ShareholderHalbert Wealth Management, Inc.

About Austin Holding LLC

Austin Holding LLC is listed as Shareholder at Halbert Wealth Management, Inc. in Austin, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Halbert Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Austin Holding LLC work?

Austin Holding LLC is listed as Shareholder at Halbert Wealth Management, Inc. on SEC Form ADV.

How much of Halbert Wealth Management, Inc. does Austin Holding LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Halbert Wealth Management, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2025