Michael David Miller
PresidentHalbert Wealth Management, Inc.CRD 5058472
About Michael David Miller
Michael David Miller is listed as President at Halbert Wealth Management, Inc. in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%. Michael David Miller is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Halbert Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael David Miller work?
Michael David Miller is listed as President at Halbert Wealth Management, Inc. on SEC Form ADV.
How much of Halbert Wealth Management, Inc. does Michael David Miller own?
Form ADV reports a beneficial ownership band of Under 5%.
Halbert Wealth Management, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Wellesley Asset Management, Inc.
| Title | Chief Executive Officer / Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |